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

To: Joe NYC who wrote (61889)	11/2/2001 6:49:35 PM
From: wanna_bmw	Read Replies (3) \| Respond to of 275872

Joe, Re: "also, you should realize that upper management types like Paul Otellini don't sit around looking at benchmarks all day. ------------------ Is your expectation that it is ok for a guy in charge of microprocessors for the biggest microprocessor company in the world to know less about microprocessors that any teenager with Internet access?" Not that I expect you to know what it takes to run the world's largest microprocessor design groups, but your analogy is pretty lame. I would expect Paul to worry more about how to push for a product line that demands better margins in a world where such products are being commoditized at an alarming rate. There is a value proposition to be considered, and a means to convince people of what matters most in a product. If you are like AMD, and only have price / performance to tout, then you are in a dead end market with consistently falling ASPs, with man-kind's most complicated invention suddenly being priced like a Sears toaster. Not only that, but the main selling point which drove these processors years ago, performance, is being de-emphasized by an industry proclaiming a lack of any new killer app. When that kind of thing is on your mind, the benchmarks that show your smaller competitor winning the performance race by margins of 5-10% seem very small by comparison. wanna_bmw