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

To: pgerassi who wrote (78553)	5/1/2002 3:37:00 AM
From: Joe NYC	Read Replies (2) \| Respond to of 275872

Pete, I am rethinking the dual channel DDR thing. I think I get caught up too much in the hardware site benchmarks etc. The key for AMD is to sell a lot of processors to the OEMs, to get commercial wins, to gain market share - in $$$ and units. A single DDR channel CPU / motherboard is suited better for this. Where the dual channel DDR helps is PR AMD would be able to get from holding performance crown. That alone is worth the entire advertising budget of AMD. AMD should recognize it and make sure there are single CPU motherboards available for Sledgehammer. So I think the strategy should be - to try to gain volume with Clawhammer as fast as possible, hopefully get a desktop commercial win - make sure there at least one single-CPU motherboard out there for Sledgehammer and some CPUs as well <g> early, say by the end of Q1, even before the >1 motherboards and systems are out. This is mainly for PR purposes (web site benchmarking) and hardware enthusiasts. - work on this pie-in-the-sky at the same time, but it should not hold up the release of Sledgehammer, and an outlet for it (single processor desktop motherboards) should exists, just in case the pie in the sky thing does not happen. The real competition for mainstream desktop will be P4 with 845G chipset (single channel DDR chipset, integrated graphics) vs. single DDR channel Clawhammer (hopefully with nVidia integrated based graphics). The PR competition will be P4 with dual DDR channel vs. .... from AMD. I think it is important that AMD has a "PR" system available, and this PR system should be Sledgehammer with dual channel DDR. Joe