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

To: Jim McMannis who wrote (41762)	5/31/2001 12:11:28 AM
From: Joe NYC	Read Replies (2) \| Respond to of 275872

Jim, I'm not to thrilled about the delays and Mhz lead of Intel (1.4 to 1.7) but they have a lot of problems as well. Sure, a 1.533 or 1.6 Ghz Palomino for the destop would be nice next month but as they ramp that core I'm glad to see them going out at higher ASPs...in notebooks and servers. How many do you think have gone out? I think the number is so small that the ASP is irrelevant. Joe

To: Jim McMannis who wrote (41762)	5/31/2001 1:28:50 AM
From: Cirruslvr	Read Replies (3) \| Respond to of 275872

Jim - RE: "I'm not to thrilled about the delays and Mhz lead of Intel (1.4 to 1.7) but they have a lot of problems as well. Sure, a 1.533 or 1.6 Ghz Palomino for the destop would be nice next month..." Ever since the AThlon came out until late last year, MHz was AMD's best weapon, but it is AMD's enemy right now. They will be behind Intel in GHz until at LEAST the second half of next year whenever Clawhammer comes out. And that will need to come out with at LEAST 3GHz to be GHz competitive with the P4, and there's no guarantee they can achieve that. Maybe that's why it has been delayed so much. And who knows how much longer it might get delayed. The only game AMD can play right now is the price game. As we both witnessed a couple of years ago with the K6-2, AMD will price their processors as low as necessary to sell, and they are doing the same thing right now. The highest MHz Duron (900) is selling for $65, and it STILL can't get into more cheap OEM systems, one year after it was launched. THat is just pathetic! Some look at the mobile market for AMD, but the DELAYS have hurt them. AMD will have to sell mobile Palomino SIGNIFICANTLY below Tualatin before OEMs look their way. The mobile Morgan release was a joke, and OEMs won't use it widely (like they used the K6-2) until a cheap mobile chipset comes along. That will take a while, judging from desktop Duron. As far as servers, no Compaq + no IBM = no real penetration. Jerry's retiring next year COULD have been AMD's opportunity to reach for the next plateau, but with a lying Ruiz who talks the talk but can't walk the walk following Sanders, I don't see AMD shifting from its historical patter (sinusoidal, as Paul would say) in the future. To reach the next level, Jerry needs to retire, Ruiz needs to leave, and AMD needs to bring in someone from the outside to run the company. Someone who has never competed with Intel I say, or at least someone who isn't solely fixated on Intel. OTherwise, they will just bring someone else in who will follow what Intel has or will do. It seems AMD has the engineers to do what is necessary, as evidenced by the number of patents they have been awarded, but they need someone new leading the company to reach the next level, and I don't mean the stock going back to the $40s, I mean to become a $30B-$40B company with $10B-$15B in revenues and $2B in profit. Sanders got them to the current level, someone new is necessary to take them to the next level. And I don't think Ruiz is that man.