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

To: Tenchusatsu who wrote (59898)	10/24/2001 12:29:09 PM
From: TimF	Respond to of 275872

Say Northwood improves the IPC of Pentium 4. AMD's ratings will automatically become less conservative. Or say AMD really has a tough time cranking up clock speeds. They'll be tempted to exaggerate the rating to make up for it, while at the same time coming up with some cover excuse. I think the first reason might be why the ratings are conservative. As for the second if they do that I think it will be a mistake. If Intel were the one ahead in IPC but behind in clock speed, and they came up with conservative "quantispeed" ratings, would you give Intel's marketing department the benefit of the doubt? ... I wouldn't complain much as long as they kept the ratings conservative. Intel would have less need of them though. It has a lot more money to spend on ads to get it's point across. It also has Dell who won't stray from 100% Intel until hell freezes over. Tim

To: Tenchusatsu who wrote (59898)	10/24/2001 12:30:29 PM
From: andreas_wonisch	Read Replies (2) \| Respond to of 275872

Tench, Re: Think about this: If Intel were the one ahead in IPC but behind in clock speed, and they came up with conservative "quantispeed" ratings, would you give Intel's marketing department the benefit of the doubt? ... Intel wouldn't need to come up with a new performance rating because they set the "rules" in the PC market -- not AMD. If Intel's CPU were e.g. clocked from 500-1000 MHz and AMD's from 1000-2000 MHz AMD wouldn't be able to take a significant price premium for these CPUs since they wouldn't be able to satisfy more than 30% of the PC market. Remember the situation when the Athlon came out. AMD had to underclock many CPUs (you could find out that easily with the Slot A Athlons because you could open them up) because they just couldn't sell all that parts with higher clock-speeds. It may sound frustrating for some AMDroids but unless AMD can serve more than 50% of the market they won't be able to set new standards. They always have to follow Intel's "lead". And if they want to effectively compete with Intel in clock-speed they can either design a CPU that runs at approximately the same clock-speed as the P4 -- or use some sort of performance rating. They just have no other choice. Andreas