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

To: fyodor_ who wrote (33222)	3/24/2001 11:21:40 AM
From: stribe30	Read Replies (1) \| Respond to of 275872

Fyo: re Palomino delay a bad thing: not according to these 2: ------------------- AMD's Moves Today Smart Jim Seymour 3/22/01 11:54 AM ET Couple of letters from readers already this morning, asking whether AMD's announcement today of the availability of its new 1.33GHz Athlon chip, and the delay of its "Palomino" successors to the Athlon, and "Morgan" successors to the Duron line, change my assessment of AMD, per my column this morning.(Whew! Mega-sentence there! Sorry....) Not a bit. I knew about the new, even-faster Athlon, and the delays in the Palomino and Morgan. Please note that the delays of the latter two are a good sign for investors: AMD found a way to wring still more speed out of existing Athlon and Duron designs, making it an easy and cost-saving decision to hold onto the Palominos and Morgans a little longer. (And to make 'em even faster still when they DO appear in Q3 or Q4. (AMDS says Q3; I'm skeptical.) This is an amazingly rational move, given (a) overall reduced demand for PCs and (b) the relatively low performance of the comparable Intel CPUs. Rolling out the new designs will be expensive. AMD can push more bucks to the bottom line this year by extending the life of its current fastest CPUs another couple of quarters.... Call it yet another unwitting gift from Craig Barrett & Co ------------ And an opinion from Dean Kent of Real World Technology ----------------- Competition is good. Total dominance is bad. As an example, you can see now that AMD is actually intentionally slowing down the introduction of new processors and speeds, because it is in their best interests. Despite the claims of some, it is not stupid to do this, as it guarantees that they get more life from their current processor core. As consumers, we don't like it, but for the manufacturer it provides a better return on investment for their R&D on the product. I had mentioned in the last response to you that I had been told something I could not reveal. Tonight, AMD has revealed it... specifically a new public roadmap. Some of the dates are not what I was led to believe (though the details were not given) - in fact they have been pushed back a bit farther. This illustrates exactly what I said in my Industry Update - AMD believes they have great momentum on the desktop, and are willing to leverage that to focus on the mobile market. They believe that once they get Palomino and Morgan out into customers hands, they can then refocus on the SMP market. -------------------------- realworldtech.com