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

To: stribe30 who wrote (43059)	6/6/2001 9:01:02 PM
From: Charles R	Respond to of 275872

stribe30, <I havent seen you praise AMD in any of your posts in over a year it seems... If I were to go by your posts.. AMD would be a penny stock :)> Not true. I consider AMD fully valued at about the current level. If it is going below 20, I will be a big time buyer. <... but your rather low opinion of AMD over various execution and product issues isnt seemingly shared by too many tech/hardware sites. > That's fine. If almost evryone has the same opinion it would be the "mass market" phase. For my investment good, I try to stay a little ahead of that. <And remember.. re: your MP criticism (a joke I believe you called it) AMD was in the same position as Athlon in 1999 with no major OEMS signing on... > Not ture. Compaq was a launch partner. <..Hardware/tech sites gave it the seal of approval..the gamers and enuthiast community caught on to it... Smaller OEM's/DIY'er stores started to offer it up..... and the rest was history.. > I saw Athlon potential early and I was invested in AMD a few months before Athlon was released so I was ahead of the flock then too. <OEMs WILL catch on to MP > Then it will not be a joke anymore. Chuck

To: stribe30 who wrote (43059)	6/6/2001 9:17:53 PM
From: ptanner	Respond to of 275872

First, let me note that as an enthusiast I am excited about AMD entering the SMP market. As a self-employed engineer... well, I don't need the power. (Good thing the former excitement may still be satisfied by a perhaps over-investment by the latter. <g>) Now, regarding the benefits of entering the workstation market for AMD: this market isn't very big and it isn't really growing. (1) 1Q01 Intel-based workstation shipments were only 361,000 units and this was a 9% YOY drop. "Following unnaturally high growth rates from 1996 to 1999, Intel architecture (IA) workstations sales may now be reaching saturation, with some end users choosing high-end PCs over low-end workstations," said Pia Rieppo, principal analyst for workstation coverage for Gartner Dataquest. " Source: www4.gartner.com (2) For the year 2000 workstation revenues dropped 9% from 1999 EDIT: And since AMD MP systems will only be from "other" (non-major) suppliers and doesn't supply the only vendor (Dell) to gain worsktation revenue share during the year 2000 at all, I think this may be a small market expansion, particularly in contrast to the potential in the mobile sector which is growing and likely less conservative than the workstation market. Source: biz.yahoo.com (another Gartner news release) - - - - - - - I do see this as a a positive step towards the corporate market in general as an indicator of AMD's technical capability. And it should also be a good step in increasing ASP since it "merely" required the development of the 760MP (2 years? 3 years?). Finally, by not restricting enthusiasts from using unsupported Durons/T-Birds on 760MP AMD can sell more chips! Maybe more of my future system builds will have more $AMD than $MSFT (the 1.2GHz AXIA was the first of four and seems to be happy at 1.4GHz with modest cooling and stock Vcc). -PT