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

To: Road Walker who wrote (53166)	8/30/2001 10:39:04 AM
From: Jim McMannis	Read Replies (2) \| Respond to of 275872

John, RE:"So it was a great long term strategy to gain consumer trust. That's why Cyrix is the dominant chip company today" It's a little more complicated than that. The 686 wouldn't scale even in terms of PR rating. simply ran out of gas. When the Cyrix had a PR rating of 200 and the Pentium was at 166 and later 200...the 686 was rather successful. Then Intel jumped to the Pentium II which scaled much better and had a much stronger FPU unit. Which Intel exploited very well. The short piped 6x86 simply was not designed to keep up... The K5 was late, very late, fared well against the Pentium but couldn't scale either. Funny how this Mhz thing seems to be repeating itself, although the Athlon did take the Mhz and performance lead and has a very strong FPU unlike the 6x86 and K5. After some though I not sure if the PR rating is they answer. Certainly not the total answer. AMD could learn well from the Intelabee. What they should do is come up with plan to cast FUD on MHz and the selected benchmarks of P4. At the same time emphasize other bench numbers...at least to the point Mhz gets somewhat lost in the fray...something to cast doubt on Mhz as "the" performance benchmark. A simple PR rating is that...too simple...they need a campaign to cast doubt on the P4...even creating confusion about the P4 is OK if it makes the consumer think... Jim