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

To: fyodor_ who wrote (35324)	4/10/2001 1:12:49 PM
From: porn_start878	Read Replies (1) \| Respond to of 275872

- Most of the Palominos demonstrated by AMD at various trade shows have been 900 to 1000 MHz. ...and operating fanless at 1.4V Max

To: fyodor_ who wrote (35324)	4/10/2001 5:43:34 PM
From: ptanner	Respond to of 275872

Fyp, Re: "They have demonstrated absolutely no ability to differentiate their product offerings (other than frequency)." I agree that the difference between Durons and T-Birds was much more modest than the Celerons w/66MHz FSB vs. P3s. The only difference was stock operating frequency (written in a Duron 750@945, prior was a D600@927). The limited L2 on the Durons did seem to cause them to hit a ceiling much more rapidly than the T-Bird at higher frequencies for some applications. Hopefully, going forward we will see the performance chips (Palominos) only with 133MHz FSB as has been reported and the value CPUs (Morgans) with 100MHz FSB. In combination with different L2 cache this should improve the differentiation. WRT: "AMD isn't too smart when it comes to pricing (of course, one could argue - and I would - that their lack of advertising is to blame)" I hope we are all just armchair quarterbacks on this issue (even those with professional background in these areas) as AMD should be investing considerable thought into pricing. We don't know the whole picture or which goals AMD is seeking to achieve - perhaps long-term market share rather than maximizing quarterly profits? As a consumer I love the prices... but I own a lot more AMD stock than processors! ;-) And profit on the former can support the latter...or more accurately since it is a retirement account, allow me to sooner have more time to use AMD processors. -PT