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

To: TGPTNDR who wrote (56115)	9/23/2001 7:31:52 PM
From: wanna_bmw	Read Replies (2) \| Respond to of 275872

TGPTNDR, Re: "PIV which is JUST NOT GOING TO WORK* in the commercial space in general."* And just what makes you so certain of this? Is it because the Athlon offers "better price/performance"? Sure, at $100 for their high end processor, most consumers can't go wrong, but that still doesn't lower the price of a full corporate system drastically enough to make the difference between that and a $200 Intel CPU. Is it because AMD always does better on "real world performance metrics"? It's funny how the AMD fans accuse the Intellabees of being selective with benchmarks, when plenty of people on this forum have shown Seti, SuperPI, and SciMark as the definitive "Real World Application". So far the best example I've seen of real world came from Constantine earlier, but web based server apps will do best with server processors like Hyperthreaded Xeons, yet many businesses buy their corporate workstations for productivity and content creation, both of which are real world, and both of which do well on the Intel platform. And why do you consider the Pentium 4 already obsolete? Do you have some honest inclination that Intel has already reached the pinnacle of what the Pentium 4 can offer? Intel has a busy roadmap for Pentium 4, and it all seems to come into place early next year. What does AMD have, except for incremental increases in Athlon performance, and the ever dubious K8, which so far doesn't seem to offer much more than the K7. All the sarcasm is good and funny, and the battle of wits between the AMD fanatics and the Intellabees is all in fun. But I have still not seen anything from this thread to convince me that AMD has anything in the future which can reinforce their position against Intel, much less win them the microprocessor market in the short term. Just what do you expect out of the stock, TGPTNDR? Are you just here to short Intel, or do you think that AMD has a future? Do you see them gaining majority market share or significantly raising ASPs? Personally, I am 12% invested in AMD because I think their stock may be undervalued. I am hoping it will get back to $20, but I certainly don't see it getting back to $50. If you see something different, explain why. Is it more because you have little faith that Intel will execute (thus handing the market to AMD), or do you think that AMD will all of a sudden execute better (thus wrenching the market from Intel)? wanna_bmw