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

To: Charles R who wrote (43053)	6/6/2001 8:19:21 PM
From: AK2004	Read Replies (2) \| Respond to of 275872

Charles I am often critical of amd myself and especially Jerry himself but eventually we have to look at the results. amd already gained considerable market share in retail desktop, everyone knows of athlon-2 -4 and -6, nForce is talk of the town so exactly where do you see the failure. I doubt if we'll see amd battling via for the lowest end - it is more likely that amd would give it up as long as it would not go back to intel Regards -Albert

To: Charles R who wrote (43053)	6/6/2001 10:13:12 PM
From: Dan3	Read Replies (1) \| Respond to of 275872

Re: The puzzler to me is why AMD did not release a 1Ghz Duron by now. If I were AMD I kind of agree with you, but I think they may be holding that sku back until back-to-school in August. They want to get the most bang from Austin they can. Our VAR sat on $5,000 worth of LCD monitors, SCSI controllers and dual head matrox video cards for over 2 weeks waiting for a pair of 1.33GHZ Thunderbirds. He probably used up his terms, and will have to carry those costs while his invoice wends its way through our accounts payable. If he could have located those parts anywhere, he would have purchased them. AMD has been selling out of Athlons all through the quarter - at those prices, they ought to, but the key thing is that they have been, and so have their distributors. I get the impression that AMD is operating pretty much on a Dutch auction basis - they just sell out of the Athlons each week, at whatever the market will pay. Things may not be flat out fabulous for AMD, but they aren't bad - especially for a company that has a goal of a $90 ASP at this point, and makes plenty of money at those prices. On another note, I heard today that one of the branches we do some work for replaced a bunch of PIII 600's with P4 1.4GHZ machines so that they could run some optimizing models faster. The application in question is basically an AI application written in a proprietary LISP syntax environment - a real CPU hog, and an example of a true real world application that really needed a faster CPU. They saw about a 10% speed improvement and are beyond furious. I helpfully pointed them to the new benchmarks posted as ACE's Hardware. I think that most people don't realize that the few benchmarks generally used by just about everybody are hand tweaked versions of code compiled using using the most recent compilers out there, often Beta versions not yet at final release, while most of the actual code users run in the real world was built using libraries written a year or two ago using tools written a year before that. The optimizations being developed by Intel now will show up in stable compilers 6 months from now, in libraries written with those compilers 6 months after that, in widgets and tools 6 months after that, and in the first corporate applications 6 months after that. There won't be a significant volume of the custom applications that tax most corporate user's PC's for a minimum of 3 years. Endusers and corporate buyers are starting to learn this. The backlash won't be pretty. Regards, Dan