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

To: Petz who wrote (43538)	6/9/2001 3:44:44 AM
From: peter_luc	Respond to of 275872

Petz, a very good point! It is important to make this fact better known. Indeed, it is pretty close to false advertising, IMO. Peter

To: Petz who wrote (43538)	6/9/2001 6:37:11 AM
From: DRBES	Respond to of 275872

re: "I think truth in advertising demands that, if MHz or GHz is advertised on a notebook computer 1. It must be at least capable of running at that speed on batteries, and must give at least 2 hours battery life at any speed stated in the advertisement. If the notebook requires two batteries to give 2 hour battery life at rated speed, "* requires extra-cost battery" must be stated, unless the second battery is included in the price. 2. If the speed is automatically adjusted down from the "rated" speed, the range of MHz and the average performance reduction from running at full rated speed must be disclosed. Currently this only applies to AMD notebooks. There is absolutely no mention of the 700 MHz speed of Intel OEM's "1 GHz" notebooks, and the salesmen are not even aware of it." SSSSSSSSSSSSHHHHHHHHHHHHHHHHHH!!!!!!! The longer this kind of false promotion is allowed to go on, the greater the permanent damage to that which survives of inteLs reputation is to become enduring. Just imagine if you will two executives in First Class of an airliner sitting next to one another, one with an A4 based 1 Gig notebook and the other with a peEweEiiI based pseudo 1 Gig notebook. Everything will appear to be fine until the guy with the inteL based sloth notices that his applications runs sssoooo much slower than the applications on the notebook next to him. Then imagine analogous situations playing out hundreds, perhaps thousands of times more. Also, if you will, imagine just what kind of stories are going to pop up in various publications. The longer inteL actually thinks that it is getting away with this apparent FRAUD the greater the damage to it will be. It just might eventually show up in the relative behavior of the two stocks. It just might. Patient Regards, DARBES

To: Petz who wrote (43538)	6/9/2001 9:56:58 AM
From: niceguy767	Respond to of 275872

John: "I'm becoming more and more upset about Intel's 1 GHz notebooks being sold as 1 GHz when they have a useless battery life at 1 GHz. I've seen reviews of these things where no mention was made of there even being a possibility of running them at 1 GHz on batteries." Fear not...The Athlon 4 is only in its "trendsetting stage" in the marketing cycle, a stage which typically sets the new product foundation and a stage whose duration is usually a function of it its price/performance advantages(i.e. very short time frame in the case of Athlon 4)...The comparative disadvantages of the INTC 1 GHz cited by you are currently surfacing across the "trendsetter base" and, i'd guess, are about to fuel an explosion in demand for the Athlon 4, a demand that may well strain AMD's Dresden capacity for the foreseeable future (i.e. not only is the laptop market growing (i.e Japan PC/laptop ratio = 1/1), but, at first glimpse, it would seem that the Athlon 4 purchase decision is a "no brainer" for any consumer whose decision is based upon price/performance...) With respect to your concerns around any gap between "product image" and performance, INTC's 1 gig laptop is yet another example in a growing list of INTC products that require this type of "puffery" propping up inasmuch as they are no longer competitive in a price/performance sense... The P3, when it stumbled at 700 MHz, 1 & 1/2 years ago, owing to the "spry Athy's superior architecture" was the first sign of the P3's mortality, despite all the ballyhoo at the time about a "some-time-in-the-future-if -ever" competitive P3...I suspect we are at the analogous stage in the mobile space now that the INTC laptops seem to be demonstrating rather serious mortality signs, as they seem lame on performance specs in the face of the superior architecture of the Athlon 4...The Athlon 4 specs are so superior to the competitors that a swift market share grab by AMD in the mobile space would seem inevitable... AMD has made astounding inroads into INTC's domain over the past 2 years in the consumer space with its "spry Athy" core which, unlike previous AMD products, enabled AMD to outperform the competition on a price/performance basis across all MHz ranges...Not only is AMD positioned for continued growth in the consumer space, but with the Athlon 4, is positioned for explosive growth in the mobile space...and, are currently gearing up for a run at the server/workstation with curent and new product intros over the foreseable future which just might be characterised by the same high quality and level of price/performance benefits offered by the Athlon 4... INTC seems to be running out of effective responses, in the way of competitive product, to successfully fend off the AMD assault on all of its previously uncontested domains within the microprocessor sector... Absolutely nothing in the retail channel offered by INTC at the moment to suggest that AMD's market share gains are about to level off...On the contrary, the Athlon 4's competitive advantages would seem to strongly imply an acceleration in AMD's market share gain is underway!!! I suspect that Dell is very aware of the "price/performance" checkmate placed by AMD on INTC in the mobile space with the introduction of the Athlon 4, and I suspect that Dell may even be feeling somewhat less immortal in their sole reliance on INTC for laptops, as a result!!!

To: Petz who wrote (43538)	6/9/2001 11:45:13 AM
From: Jim McMannis	Respond to of 275872

RE:", I'm becoming more and more upset about Intel's 1 GHz notebooks being sold as 1 GHz when they have a useless battery life at 1 GHz. I've seen reviews of these things where no mention was made of there even being a possibility of running them at 1 GHz on batteries" Sounds like a great class action lawsuit. Certainly there are a bunch of Lawyers willing to milk Intel... Jim

To: Petz who wrote (43538)	6/9/2001 1:02:35 PM
From: Dan3	Read Replies (1) \| Respond to of 275872

Re: I think truth in advertising demands that, if MHz or GHz is advertised on a notebook computer... I kind of like it the way it is now. Really obvious truths like these have a way becoming known after a while, and the anger and frustration of a customer who feels he has been betrayed can be a long lasting thing. You should hear the guys who replaced their PIII 600's with P4 1.4GHZ "netburst" systems and saw almost no improvement on their applications. In 6 months, Intel is burning through the goodwill that took 15 years to build. Wait till the guy who spent $2,600 on his 1GHZ Intel HP notebook finds out that the $2,200 1GHZ AMD HP notebook is 50% faster when it's used as a notebook. Dan