Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Dan3 who wrote (75571)	3/25/2002 11:23:23 PM
From: Dan3	Read Replies (1) \| Respond to of 275872

Clawhammer will ship in Q4 of this year – it could be as early as October. The firm said that Jerry Sanders had made a "slip of the tongue" by saying it would be next year (2003) before the product ships. theinquirer.net Enough about Hammer. There are two factors that are often considered before revealing future products: The Osborne effect and the Halo effect. The Osborne effect is when customers find out they'll be able to buy a better version of your product soon, and your sales dry up until the new version is released. The halo effect is when you offer an expensive, high end product, or just release the details of a soon to be released product, and customers buy your current products because they can't afford, or can't wait for, the newer and/or more expensive product. I believe Intel has started getting a fair amount of mileage from the Halo of the "presented but not released" 2.4GHZ P4. Hammer is too different from Athlon to motivate near term buyers of Athlon XP - the halo doesn't fit. If AMD can launch, or even paper launch, Thoroughbred, I sure wish they'd do it soon. Win on Sunday, sell on Monday, is the way the car dealers used to market their brands running in stock car races. It's not as true today as it once was, but there used to be a dramatic increase in the sales of 6 cylandir, 4 door Ford or Chevy sedans the day after one or the other won a big race. I think P4's starting to gain a little of that benefit - and that AMD needs to take back the halo. I think offering a few 2500+ Thoughbreds running at a nominal 2.0GHZ - and blowing away the performance of any available Northwood - would do wonders for the sales of Duron 1.2GHZ, Athlon XP 1.8GHZ and Athlon4 notebooks. Price the fastest at $750 - they'd be well worth it - and only sell them boxed with a truly good heatsink/fan comb. The unfortunate truth is that, given its market penetration and customer base, AMD wouldn't have to make too many of them, but Intel would be forced to push the binsplits of the P4s it ships to its "corporate" customers - and we all know how much fun it was the last time that happened!