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

To: eplace who wrote (28252)	2/13/2001 10:05:37 AM
From: niceguy767	Respond to of 275872

eplace: If memeory serves me correctly, John Petzinger posed just such a suggestion about a month ago...I think he presented it to AMD!!!

To: eplace who wrote (28252)	2/14/2001 11:31:07 AM
From: Charles R	Read Replies (1) \| Respond to of 275872

Ed, <If Intel tried to compete with the same amount of memory for their P4 systems they would cost an arm and now a leg.> Absolutely! If the base memory for high-end becomes 256M - not only will Intel platform cost disadvantage become more severe but it is possible that there may not be enough RDRAM capacity to ramp at any price. This is the time for AMD to nail this door shut. The buzz this quarter is that P3 sales are better than expected but P4 sales are disappointing. Chuck

To: eplace who wrote (28252)	2/14/2001 11:54:05 AM
From: Petz	Read Replies (1) \| Respond to of 275872

Ed, yes I did present the idea for "raising the memory bar" to 256M to AMD marketing along with one of the commercial ideas. I remember something like, "Now, for a limited time, increase your memory in all Compaq/HP/Gateway/Micron using AMD Athlon processors to 256M for only $[19-39]..." The idea was AMD would eat the cost of the additional memory for the free advertising, or pay for the ads and let the OEM(s) eat the cost. If you could get one of these OEM's to run this ad, the others would follow. I think I got some indication that AMD was actually considering the idea of at least strongly encouraging or incentivizing OEM's to put more memory in AMD machine. The idea makes even more sense now that the extra memory only costs the OEM $40-$50, or half that on the low end. It was obviously a very good idea, because PE thought it was an awful idea. :) Petz