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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: combjelly who wrote (27973)	2/10/2001 11:14:57 AM
From: milo_morai	Read Replies (1) \| Respond to of 275872

Comb, doesn't that violate INTC's agreement with RMBS? I thought the agreement went into 2002 or 2003. M.

To: combjelly who wrote (27973)	2/10/2001 11:28:07 AM
From: Jim McMannis	Read Replies (2) \| Respond to of 275872

RE:"The great sales of Athon Gigaprocessors and the anemic sales of the P4 seems to indicate that MHz alone does not sell" Some never learn. Mhz does sell. Just think what would happen if P4 didn't have Mhz...like Itanium. LOL

To: combjelly who wrote (27973)	2/10/2001 11:59:29 AM
From: niceguy767	Read Replies (1) \| Respond to of 275872

combjelly: "The great sales of Athon Gigaprocessors and the anemic sales of the P4 seems to indicate that MHz alone does not sell, despite what has happened in the past. An integrated chipset like Brookdale is not going to be a great enabler for a processor that will sell for $500 plus. It might be a great boost for sales if Intel gets the ASP of the P4 down to under $200, but that won't be in the cards until well into next year, if then. Even a $100 integrated motherboard is not going to make a $500 processor that much more compelling." The salient point I was attempting to get at is that with the Athy, AMD has not only posted record profitability but also achieved price/performance supremacy across all performance ranges in the consumer space and as a result of the Athy "superiority", sales momentum is in its nascent stage and is highly likely to accelerate over the next several quarters/years (i.e. consumer "bandwagon effect")..."Athy momentum" now presents a "barier to entry" to competitors' introductory products even if such introductory products can compete on a price/performance basis...The P4, based upon what I've read, doesn't compete with Athy on either a price or a performance basis and should INTC pull a rabbit out of the hat by October with a 2 gig/brookdale/P4 combo that works and can be produced in any meaningful quantity, there is no guarantee that P4 purchasers will be lined up even if AMD's Athy is still at 1.2 gig's...even less chance if AMD offers something even more competitive (probably stockpiling right now)than the 1.2 gig Athy...and you just have to know that Mr. Meyer has been working on a little more than a 1 gig Athy since introduced one year ago...