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

To: wanna_bmw who wrote (52397)	8/24/2001 6:09:53 PM
From: milo_morai	Respond to of 275872

A. There are many products with HT in them already, not for the PC. B. MP processors kick butt in performance. Mhz is only 200Mhz behind T-bird, but performance on par. C. I agree with you. D. maybe it's pricing alone, but it maybe price and performance. TY for you O. M.

To: wanna_bmw who wrote (52397)	8/24/2001 6:21:09 PM
From: AK2004	Read Replies (2) \| Respond to of 275872

bmw re: They aren't trying as hard to win by virtue of their design, or perhaps such a task is not within their ability. perhaps that is the true statement but that is not because intel's design is superior because for a while amd was ahead on both performance per clock and clock and now they on par as far as performance goes in desktop and may even lead in mobile performance with their ddr athlons 4. Intel got too much influence in the market which bring us back to market share. Market share is the only way to go.... Regards -Albert ps I guess that is why intel giving up profits to regain market share rather than "trying as hard to win by virtue of their design, or perhaps such a task is not within their ability"

To: wanna_bmw who wrote (52397)	8/24/2001 6:21:48 PM
From: eCo	Respond to of 275872

w:Right now, few investors agree that it is the right thing. And that has the smell of an opportunity. eCo

To: wanna_bmw who wrote (52397)	8/24/2001 9:49:55 PM
From: Elmer	Respond to of 275872

AMD has a great process technology roadmap, but they have to execute to it, first. They've also pushed .18u farther than anyone else has, so I guess they get points for that, too. It's easy to look at channel lengths and think that is a measure of technical sophistication, but without yield data I don't think it tells you much. What good are the smallest channel lengths in the business if the yield is in the toilet? I think this is what's happening. Conversely, if Intel has greater channel lengths, higher frequencies, higher performance and higher yields, who has the better process? I think it's an easy call. EP