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

To: Cirruslvr who wrote (46296)	7/6/2001 10:47:28 AM
From: fyodor_	Read Replies (1) \| Respond to of 275872

Cirruslvr: That's all nice stuff from the engineering perspective, but what it really comes down to is can AMD keep up with Intel in GHz and therefore price. Don't get me wrong, I'm not saying that AMD doesn't NEED (and badly, at that) to get it's chip to run at higher frequencies - even if it were to come at the cost of IPC. However, there's a big difference between the situation with the K6-III, which improved IPC in all the WRONG places, and the Athlon4MP, which improves IPC in all the RIGHT places. Clock frequency doesn't come into play in my argument and you may claim that IPC doesn't matter at all. I don't agree with that, however. I see you are an extreme proponent of the "McMannis philosophy" and while I'll grant you that it has historically been correct, I don't believe it to be nearly as solid as you appear to. -fyo

To: Cirruslvr who wrote (46296)	7/6/2001 2:00:00 PM
From: Charles R	Read Replies (1) \| Respond to of 275872

Cirruslvr, <It has been said AMD's 1.2GHz is competitive with Intel's 1.7GHz. Well from a business perspective, that doesn't amount to ANYTING unless AMD's 1.2GHz is fetching a price close to Intel's 1.7GHz. > This is the most concise way to present AMD's desktop story going forward. AMD, on desktops, is going to be relegated to desktop low-to-mid range going forward. Currently AMD is selling 1.4Ghz parts at the same ASP as Intel's 1 GHz PIII (if not lower). Unless corporate penetration happens, it is "high-end game over" for AMD on the desktop side. The only hope for 2001 for high-end dollars is in the laptop segment. Chuck