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

To: TGPTNDR who wrote (57609)	10/7/2001 4:45:32 PM
From: wanna_bmw	Respond to of 275872

TGPTNDR, I think I understand where you are coming from, and I don't want to necessarily disagree with anything you said. Rather, I wanted to hilight one of your comments. "Around here big things are made out of 10% performance differences. It's a lot of fun. IMO, however, unless there's around 50% difference in a task that you perform a lot and that is computer bound the user isn't going to discern the difference." I think one of the things that continuously re-enforces my faith in Intel is that despite some sacrifices in their newer designs, they never get to the point where they are hopelessly behind the competition. Barring that, I think it's Intel's marketing, relationships with OEMs, and their reputation for quality that is likely to keep them ahead, despite small leapfrogs from AMD with regards to performance. Yes, my argument diverged quite a bit from your last post, but I found this much more interesting to discuss. The fact is that there are a huge market for people that want or need to upgrade their systems. Those that claim that no one needs a 1.5GHz processor forget that some people have 300MHz processors, and it is time for them to upgrade. Intel is still poised to gain the majority of sales if a comeback in demand happens. They are ramping their facilities very strongly, and making sure that .13u production is on track with volumes. These are the parts that people are going to want, because of lower power, higher performance, and lower costs. AMD is trailing on this, but they aren't far behind. They will be successful to some degree with their new approach. I already see much confusion on the part of model numbers vs megahertz, and I know it's only going to be a matter of time before Intel has to market performance over clock speed, and that's what AMD wants. Of course, if this happens, I also see a newly educated consumer wondering why AMD has to inflate their model rating when it has little to do with real performance. Their tactics could still backfire, if they aren't consistent with their marketing messages. This next year may hold a lot of promise, with more computing needed for government and defense, with more businesses needing the computing power to take advantage of the newest tech revitalization, and with more consumers wanting to participate in the newest round of productivity and entertainment applications. I just hope that this happens soon. wanna_bmw