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

To: Dan3 who wrote (53121)	8/30/2001 12:27:58 AM
From: kash johal	Respond to of 275872

Dan, re:"Athlon 4 already has higher performance, to the degree that helps sales, they achieved that advantage. The wattage difference in power consumption in a notebook with DDR vs. SDRAM is less than the difference in power consumption between a 900MHZ processor and a 950MHZ processor - it's just not important. AMD has other areas to which its efforts are better directed. " Dan, you have your blinders on again. AMD has MISSED a lucrative opportunity: 1. To market a "better solution". They could claim 2x frequency over Intel solution. They could claim that finally you can get desktop performance in a laptop for the "first time". This would allow consumers to to differentiate AMD as a technolgy innovator and LEADER in the market. 2. By getting into a leadership position they can help to shore up margins and increase market penetration while trying to maintain decent ASP's. My point is that AMD had a MAJOR OPPORTUNITY. They FAILED. I doubt if we'll see any AMD DDR laptop solutions this year. And thats a real shame IMHO. regards, Kash