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

To: combjelly who wrote (51219)	8/15/2001 1:49:18 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 275872

It's all relative. The higher Mhz dictates the pricing. Intel may not be doing great either but they are in the better position going forward, at this time.... They have 4 speed grades over the Athlon (1.5,1.7, 1.8 and soon 2.0)...more if they wanted to mark the chips at 1.6Ghz and 1.9Ghz. Look at a chart of Mhz differential and AMD and Intels stock price. AMD made all it's stock gains last year when they had the Mhz lead. AMD needs a speed grade boost...better yet a hammer... What does Jerry do? Unload more stock. Jim

To: combjelly who wrote (51219)	8/15/2001 2:05:23 PM
From: Milan Shah	Respond to of 275872

"Mhz sells (TM McMannis). And it still holds true." But does it? If it does, then why is Intel having so much trouble selling P4s? I think that the only purpose served by this crazy situation of 2G P4 underperforming a 1.4G Athlon has been to leave the consumer in a state of disgust, to the point that she has decided not to buy anything at all. I think the consumer likes to have an orderly hierarchy to choose from. Can't blame the consumer either - if she is out to get the very best the market has to offer, she really wants her sister and uncle to recognize that she got top-of-the-line. She doesn't want any ambiguity around that. Today, the situation is that if she went and asked 4 sales people for the best PC, 2 would say a P4 and the other 2 would point to the Athlon. What makes this worse is that there is competition within a brand - how is she to know she is getting a top-of-the-line HP? Or Compaq? I think what AMD should try and do is convince the major OEMs (well, those that remain, anyway), to create a separate line for AMD products. People are comfortable thinking about a top-of-the line Mercedes vs a top-of-the-line Lexus. Having an HP Pavillion offering with both P4 and Athlon options is bound to confound the consumer. This would be a clever way for AMD to create its own brand, and the major OEMs would benefit immensely as well. Milan