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

To: niceguy767 who wrote (65378)	12/10/2001 11:07:58 PM
From: Joe NYC	Read Replies (2) \| Respond to of 275872

niceguy, I am not ready to draw any conclusions about this quarter, and how the marketing $$$s are influencing things. With the marketing dollars, you pay say $250 for the chip and get $50 back, which still leaves Intel chip more expensive than say $150 Athlon. Why is this happening? I don't have an answer. The best one I can think of are the delays of nForce. If you look at the retail systems out there, you see completely outdated Tbird systems with KT133 (not A), with 200 MHz FSB, PC-133 RAM (or even PC-100). There were a few systems that were apparently based on AMD-760 chip. The common denominator is that these don't make an inexpensive platform. All of the Intel chipsets include integrated video, which, even though it is a POS, it fits well with the retail PC frame of mind. Only clueless newbies buy retail, and they can't tell the difference. The in the cost of the integrated video pretty much eliminates the price disparity, so Intel based solution is not really more expensive. The 2 integrated platforms which were available - Sis 730 and Via KM133 never really caught on. Sis 730 was used for a period of time in Sony PCs, but those have been discontinued. I think what made AMD's retail situation much worse was the constantly delayed nForce processor, which would have been an ideal platform. OEMs may have been planning on standardizing their Athlon based machines on this chipset, and kept postponing a refresh of their lines until it becomes available. What I am curious about is what chipset the OEMs are using now in the few XP machines that are available. Joe