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

To: wanna_bmw who wrote (53548)	9/1/2001 3:11:34 AM
From: Bilow	Read Replies (1) \| Respond to of 275872

Hi wanna_bmw; On Intel carrying a premium into the indefinite future... A lot of hearts and minds have been converted in the geek community by the Athlon. This hasn't filtered into the business buyers yet, but I'm seeing definte signs of it slowly going that way. For instance, Jdaasoc is a high end computer reseller, and for many years sold nothing but Intel machines (and invested long in RMBS stock). But he's slowly coming around to seeing the AMD machines as suitable for workstations. Here's a post showing how far Jdaasoc has come around: Jdaasoc, June 8, 2001 ... I talked to owner of Autocad dealer yesterday and he stated that if he had his way, he would recommend Athlon over anything Intel produced if corporate customers would let him. He said additionally, for rendering objects, Athlon beats pants off P3 or P4. XEON platform is barely competitive at much higher pricepoint. I was a little taken back by his overall assessment. I see tougher times ahead for Intel regardless of exact market share gains for AMD. john #reply-15914181 Jdaasoc, July 24, 2001 Scumbria: I purchased a Tyan Athlon MP board for my new server. Any hints on working with DDR memory. Tyan board only acepts registered DDR memory. john #reply-16122932 Jdaasoc, August 9, 2001 ... DDR is not taking off as simple inspection of your table indicates. I say that convincely since not one machine on your list will be bought by a business of over 50 PCs since that companies MIS manager would have his head handed to him by management if he chose AMD based processor or a system from not one of the top 3 or 4 manufacturers of business class systems. I can convincely state that over 40% of entire system market is Dell, HP Compaq and IBM using Intel based systems sold into business markets. Intel has totally abandoned the P3 since at 1GHz and above some Intel CPUs run at over 70 degrees C -- the exact same bane about corporate acceptance of AMD processors. AMD gets away with these high tempertures since hobbiests buying 1.2 GHZ or faster Athlon systems buy $30-40 highly engineered fans to cool them effectively by using some of the savings of choosing Athlon over P4. Intel tried to bundle under $200 P3 1GHz with a $6 fan but it didn't work out very well for thermal management at the current 0.18 micron CPU technology. So P4 is here in masse very fast since 1+ Ghz P3 was shown to be non competive price wise, performance wise and realibility wise to Athlon platform. I expect P4 to be sold at heavily discounted prices until relatively cheaper 0.15 micron manufacturing technology allows Intel to compete on both price and performance against AMD. #reply-16192447 I'd say he still has some ways to go, LOL, but you should have seen his attitude towards AMD a year ago. -- Carl P.S. DDR based P4s (VIA chipset) are being priced on PriceWatch for delivery on September 5th. SDRAM based P4s (845 chipset) are now available there. Both MBs are asking $110: pricewatch.com