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

To: Jim McMannis who wrote (50540)	8/9/2001 5:52:33 PM
From: AK2004	Read Replies (3) \| Respond to of 275872

Jim re: Didn't work too well that is precisely why amd can not take similar route again. Amazingly enough amd does best without marketing at all. Marketing backfires for amd because intel is simply bigger. re: Faster clock in general that is not the problem because of the lower amd asps. No doubt that the pressure would be on amd after intel's price cuts but amd simply can afford to loose money now. It would be much tougher for amd if it would be few years back re: the 3 month slip in Palomino hurt too. np doubt about it but imho the main thing for amd is to maintain market share. Those Palominos would help bottom line but not much effect on market share though re: On the brighter side, the low point for AMD I do not per say view that as a bright side :-((-+--< This year smp is more for bragging rights than anything else. It would be tough to break in into slowing down new market - commercial sector. Next year it might make the difference Regards -Albert

To: Jim McMannis who wrote (50540)	8/9/2001 7:45:49 PM
From: stak	Read Replies (1) \| Respond to of 275872

Jim, This isn't a fact at all, price is the marketing tool that is used to move CPUs nowadays. This is a good part of the reason that the "sweet spot is now $800-1,200 not $1,000-1,500 as before. Intel is NOT able to move the P4s despite having a very sizable megahertz lead. You know PIII is still selling better than P4 despite being slower AND more expensive than the P4! stak >>The fact remains however that Raw Mhz supercedes all else as a marketing tool for selling CPUs to the masses. <<

To: Jim McMannis who wrote (50540)	8/10/2001 12:19:26 AM
From: Dave Bissett	Read Replies (2) \| Respond to of 275872

<<It's just very difficult to convince the average Joe that 1.4 is better than 1.7.>> Interesting discussion. It seems to me that the marketing problem facing AMD is two-fold. First is the lack of growth in applications that require speed upgrades at all, let alone a decision about whether 1.4 or 1.7 is sufficient. Case in point is the exponentially increasing difficulty I've been having trying to explain to my wife why we need a new box every couple of years...I doubt I'm alone. Second, is getting the word out to first time buyers about Athlon's superiority relative to P4. (I wonder what percent of consumer purchases today fall into each category.) Having said that, I think average Joe's and Josephine's would short circuit in response to any attempt at a straightforward comparison of the relative merits of Mhz vs instructions/second. I would love to see, however, a TV spot pitting Average Joe's son and daughter in some kind of competition on side by side machines ended when one turns gleefully to the other and says "GOTCHA!"...followed by the AMD logo with something catchy like "More instructions, FASTER" underneath. Or how about a co-ed, a trader, a contractor, an attorney, a physicist or anybody doing work or receiving work from somebody else, whereupon they practically jump back and exclaim "Gee, that was fast!", followed by the AMD logo with "More instructions, FASTER" underneath? Folks have got to FEEL that Athlons are faster, and THEN get some idea why that's so. Icing would be carrying the tag line "more instructions, faster", or whatever, into every ad and sale tag where AMD appears. There's no end to ways AMD could get Average Joe's attention and then sway him to believing that something other than Mhz makes a difference...if only they would. dave