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

To: dhellman who wrote (78677)	4/28/2002 8:40:50 PM
From: wanna_bmw	Read Replies (1) \| Respond to of 275872

dhellman, Re: "On a CPU to CPU horse power basis the tbred wipes the floor with the P4." I've seen several reviews of the P4-M on Anandtech, and it does appear that laptops perform significantly worse than desktop CPUs at the same same frequency (even with double the cache). What I haven't seen, though, are any reviews of mobile Athlon products, so I don't see how there is any comparison. The P4-M is out, major vendors are selling it, and it already has wide range adoption. You say that it has infrastructure, but it didn't start out that way. Infrastructure for mobile Pentium 4 CPUs was virtually non-existent as of about 2 months ago, and yet now they are just as high volume as the PIII-M. That's what I call a fast ramp. The sad thing about AMD is that they've had mobile designs for more than 9 months, but they've really dropped the ball in terms of getting solid infrastructure out. There is still no support for DDR memory, even though AMD pioneered the technology more than 15 months ago. With .13u delays, they are having a tough time reducing power (which is of utmost importance in a mobile design), and with little support from the major OEMs, they are having a tough time gaining market share. In fact, several months ago, AMD was gaining furiously in U.S. retail sales, with mobile Duron and Athlon systems on all the store shelves. At the end of last quarter, they were able to boast 30% U.S. retail mobile market share, after having had nearly 0% in Q2 of last year. But now, I see AMD mobile systems dwindling in local retail stores around me. Best Buy and Fry's have a fraction of the Athlon systems they used to carry, and Duron has become nearly non-existent. So I think that AMD's plans for a coup in the mobile market seem to have hit a snag. A combination of poor execution and late technology has allowed Intel to catch up. With Banias next year, it's now questionable whether AMD can win back their gains. It looks like they are already repositioning themselves to gain in servers, rather than recovering in mobile. Can't say I blame them, but that's the way with AMD. They constantly shift from one market to the next, looking for weaknesses that they can exploit. If servers doesn't work out, then what? Back to desktops? wbmw

To: dhellman who wrote (78677)	4/28/2002 8:53:05 PM
From: Monica Detwiler	Respond to of 275872

dhellman - On a CPU to CPU horse power basis the tbred wipes the floor with the P4. Maybe that is because Tbred is assigned to janitorial duty - while Intel's Pentium 4-M is used in notebook computers by Compaq, Dell, IBM, Gateway, Asus, Hewlett Packard, Sharp, Toshiba, Sony, and Fujitsu. If the Tbred is so swimmingly wonderful and powerful, why did Compaq, Dell, IBM, Gateway, Asus, Hewlett Packard, Sharp, Toshiba, Sony, and Fujitsu choose Intel's miserable Pentium 4-M to power their leadership noteboook designs, while only Epson, Packard-Bell and sumbuddy-else chose the world-beating, stellar Tbred? Why do AMD investors love to win pyrrhic victories while constantly losing money and losing design wins? How long will it be before HP, SONY, CPQ, or even ASUS builds an AMD notebook with DDR memory and the current SOTA mobile graphics chipset? 3 months - 6 months, 9 months? Take your pick. Monica