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

To: survivin who wrote (50395)	8/8/2001 5:03:46 PM
From: andreas_wonisch	Read Replies (2) \| Respond to of 275872

Survivin, Re: AMD works on its megahertz image Good find. Looks like that even the mainstream media knows that AMD should do something over its "Megahertz image" and how it would pay off. I really don't understand why AMD's marketing still sticks their heads in the sand and do nothing about it. The best solution would be IMO either a new campaign, touting Athlons performance advantage, and a new price strategy (equal performance = equal price - 20% Intel bonus) or some sort of Pentium rating. I'd rather see the first one but I guess in reality AMD will just dump the 1.5 GHz Athlon for $120 in September... Andreas

To: survivin who wrote (50395)	8/8/2001 5:11:46 PM
From: niceguy767	Respond to of 275872

survivin: Seems to me that AMD should delieate performance advantages of the 1.5 Ghz Athy vs. the 1.5 Ghz P4 and extrapolate on those "quantified" advantages to determine just exactly what P4 GHz level is required to compete with the 1.5 GHz Athy...the kicker will, of course, be the price differential that the consumer will have to "cough up" to acquire an equally performing P4! I just don't think that a consumer who understands that the P4 is inferior in performance at the same GHz level as the Athy will run out to buy a higher GHz P4, especially at a higher price, in effort perform equally with the GHz Athy...More importantly, top end consumers might be a little sqeamish knowing that at like GHz levels their P4 is an inferior product on a performance basis...Personally, I think AMD has INTC by the throat on this one as the Athy is the superior product when compared at like MHz ratings!!!

To: survivin who wrote (50395)	8/8/2001 5:33:12 PM
From: Jim McMannis	Respond to of 275872

RE:"The Athlon trails in clock speed, and "that's perceived to be slower, but it's not," Krewell said. "It's just a perception in that respect." Herein lies AMD's marketing problem. While sophisticated PC buyers may consider the current Athlon a better buy or understand that a 1.5GHz Athlon can keep up with the 2GHz Pentium 4 in overall performance, analysts say the vast majority of PC buyers just look at the numbers and go with the bigger one. "We've got a market that's conditioned to using megahertz as a proxy for performance," McCarron said." Jeez...I could have told this guy MHz sells (TM-McMannis) years ago...

To: survivin who wrote (50395)	8/8/2001 5:42:50 PM
From: Petz	Respond to of 275872

Let's hope the AMD marketing campaign will be effective. BTW, I think CNet will be wrong about the 2 GHz P4 being faster at anything whatsoever. (Analysts say the 2GHz Pentium 4 should perform better processing images for the computer game "Quake 3" and certain other media benchmarks.) Not a chance if the 1.5 GHz Athlon is an Athlon 4 as implied by this statement: The new Athlon will also be boosted by a pre-fetch Level 2 cache, which anticipates data needed by the processor core and stores it ahead of time in high-speed "cache" memory. The chip will also sport the SSE multimedia instruction set, aimed at enhancing multimedia performance. In fact, I expect a P4 2 GHz with SDRAM will be 20% slower than a 1.5 GHz Athlon 4 using DDR on Quake 3 and on MPEG encoding. Petz

To: survivin who wrote (50395)	8/9/2001 1:18:58 PM
From: Charles R	Read Replies (1) \| Respond to of 275872

<AMD works on its megahertz image> <To date, AMD "hasn't done anything from a marketing point of view to help its case," Krewell said.> While this is true and AMD is behind the curve in changing the MHz perception, the real problem that AMD has on hands is the lack of corporate design wins. Intel probably feels (with good reason) that AMD marketing/sales is incapable of penetrating corporate sales and is launching a full blast P4 campaign by keeping the P3 prices artificially high and targetting toward the corporate space. Selling P3s for a couple of hundred bucks in a high volume market can provide a lot of gross margin dollars that can be used to finance a war in the consumer space. As long as the corporate space goes uncontested, Intel has a huge advantage. Thanks to AMD's marketing/sales ineptitude, AMD today has a competitive product with increasing performance lead due to Intel's platform change to SDRAM (at least until Northwood kicks in with DDR) but is looking like a loser by playing the game on Intel's turf. I continued to be amazed by the gross incompetence displayed by the marketing/management folks at AMD.