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

To: fyodor_ who wrote (48787)7/23/2001 4:05:27 PM
From: andreas_wonischRead Replies (1) | Respond to of 275872
 
Fyo, Re: Absolute performance. May not count much, unless AMD can do something to actually market it.

I agree. That's a big benefit they have over the old K6 days. However, they don't market it at all and Jerry still follows his old stupid pricing strategy (undercut Intel at any given clock-speed in price). AMD could improve ASPs significantly if they would manage to show the general, uneducated public that Athlon is superior over Pentium 4 at a given clock-speed.

Shrink 6 months away.

That's no real advantage since Intel is going to 0.13 micron as well with P4 (even earlier).

Just now gaining significant mobile market share.

I wouldn't call a handful of retail models "significant". But it's a start.

BTW, I wonder what happened to the planned HP business laptop (XE3 series) we even saw photos of?

Just now entering the server market.

So far AMD's entire server strategy has been one big failure. I don't think any top-tier OEM will be interested in an Athlon server solution for the forseeable future.

Andreas



To: fyodor_ who wrote (48787)7/23/2001 4:15:11 PM
From: AK2004Read Replies (1) | Respond to of 275872
 
fyodor
re: The bulk .13µ shrink will enable AMD to keep ASPs
well, actually the shrink would likely result in reduction of asps
as far as the rest:
3 years back most of my friends had intel systems at home and now they have amd's
3 years back amd was starving for cash and that is not an issue since they are recalling the debt
Regards
-Albert



To: fyodor_ who wrote (48787)7/23/2001 5:49:14 PM
From: dale_laroyRespond to of 275872
 
>Additionally, there's the chance that AMD could buy some .13µ SOI capacity from IBM as early as Q1 (Dale seems to believe this, I wouldn't count on it, though).<

I suppose it is a potential, but I wouldn't exactly say I believe it. IBM will have the capacity available, but AMD is unlikely to be ready for it. H2 2002 would be a more likely timeframe for outsourcing to IBM.


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