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

To: wanna_bmw who wrote (79188)	5/3/2002 4:03:14 AM
From: ptanner	Read Replies (2) \| Respond to of 275872

wbmw, re: "Personally, I think it's a pipe dream for AMD to think that it can scale down their CPUs, without adding any features that will increase the die size." I agree. AMD's slide overstates the benefits by ignoring likely and essential additions to the architecture. However, AMD should be aware of this. Could the slide be intended more to convince analysts (what a worthy waste of time) of AMD's production capacity? -PT

To: wanna_bmw who wrote (79188)	5/3/2002 9:11:53 AM
From: Dan3	Read Replies (1) \| Respond to of 275872

Re: I think it's a pipe dream for AMD to think that it can scale down their CPUs, without adding any features that will increase the die size And I think it's a pipe dream of Intel that mainstream buyers will reverse their trend of demanding less expensive machines. I see a BOM for 80% of corporate desktop and home machines fitting within an envelope of: Motherboard with integrated graphics/sound/io $50 Combo DVD/CDRW drive $50 Case,PS,Keyboard,Mouse $50 CPU $50 Ram $50 OS and basic apps $50 to $150 Display $75 to $150 Total $375 to $550 (OEM cost) Selling price $499 to $899. This is about what decent typwriters used to cost, and it looks like the market is expecting computers to fit into that same price range. Units will be way up, but companies will have to work hard for their money. Intel's days of selling $25 worth of PIII for $500+ are over. Plans to sell most of the market $125 worth of P4 for $250 are unlikely to come true. AMD's plan to sell most of the market $25 worth of Athlon for $50 seem more reasonable.