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

To: niceguy767 who wrote (40549)	5/19/2001 8:45:38 PM
From: jcholewa	Read Replies (3) \| Respond to of 275872

> "clean kill" products are a necessity in Dell's product > lineup if Dell is to maintain the image in the eyes of the > "corporate world" as a one-stop shop company as far as > offering world leading price/performance consumer > benefits on its products First of all, AMD has no advantage in pricing for Dell since Intel (they say) offers Dell special pricing to keep them away from going to AMD. Secondly, you seem to think that benchmark performance is everything. You're choosing to ignore the fact that: (A) Corporate buyers don't buy AMD, so if Dell put AMD in their corporate lines they run the risk of losing sales (B) The masses are more interested in Pentiums than Athlons, because AMD is too stupid to advertise their products (C) Battery time is more useful than a whit more performance for most laptop buyers. While AMD can make all the claims they want, Intel's GHz laptop likely runs for a little longer than AMD's GHz laptop. In addition, Intel has mobile chips that run at a super low voltage which blows away the power draw of all AMD mobile chips, even the obsoleted K6 family. More than that, the 130nm Intel mobile processors -- which will beat AMD mobile processors to market by at least six months -- will make the Palomino look like the Itanium in terms of generated heat. Clearly, Mr. 767, you are not paying attention to all the variables. The Palomino is only a "clean kill" if you ignore everything outside of AMD presentations.   That said, I do think there is a marvelous chance that Dell will adopt the mobile Palomino. But you overstate Dell's actual need for it. By several parsecs.