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

To: Cirruslvr who wrote (41797)	5/31/2001 1:47:59 AM
From: milo_morai	Respond to of 275872

RLDRAM biz.yahoo.com

To: Cirruslvr who wrote (41797)	5/31/2001 9:21:48 AM
From: andreas_wonisch	Respond to of 275872

Cirrus, great post. I fully agree with everything you wrote. Andreas

To: Cirruslvr who wrote (41797)	5/31/2001 11:58:30 AM
From: Jim McMannis	Read Replies (1) \| Respond to of 275872

RE:"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" I agree with much of what you say except, despite the MHz lag, AMD has the performance lead. They had neither when the K6-2 was their best chip vs the P-II. K6-6 had to rely on 3DNOW to win a couple benchmarks, this is analogous to what the P4 has to do. It didn't work well for AMD so what AMD should do is attack from that angle. Sounds like you embrace MHz sells as well. OTOH, I would try to label the P4 as a performance loser if I was AMD. The underground knows it so I would concentrate on the retail level... That is AMDs best shot. The Palomino notebook chips and SMP are major pluses, IMHO...Intel ASPs can be sawed off at the knees if AMD knew what they were doing. Jim