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

To: wanna_bmw who wrote (80114)	5/16/2002 12:19:42 AM
From: Dan3	Read Replies (1) \| Respond to of 275872

Re: AMD usually does give large discounts from their advertised prices Too bad Intel is unable to produce more than limited quantities of P4, especially in the faster speeds. And after spending all that money on FABs, too. It's just amazing to see how few listings over their Model 2000 Intel has on pricewatch. Meanwhile, AMD has full availability of the Athlon 2100+. A month ago, I thought Intel was toying with AMD, and could release faster speeds whenever it wanted to, up to 2.8 or 3GHZ. Now, I'm not so sure. AMD clearly has no trouble shipping plenty of 2100+ models to sell against Intel's widely available 2000 model. Intel seems to be having a lot of trouble shipping the higher grades. They've priced themselves just about out of the market, and they still can't supply that limited demand. And, by pushing their process to produce the higher speeds, they seem to have killed yields - since they are offering only limited numbers of the slow parts, too (1.7, and below). If Intel could make a lot of P4s, they could put a lot of pressure on AMD - but they don't appear to be capable of doing so. And after blowing all that money on FABs, too. Tsk, Tsk. P4 is a fine chip for simple, reptitive operations, like low resolution Quake playing simple scenes, the low quality (but fast) WME, or serving up a few big web pages to a few clients. Athlon is good for complex, varied operations, like hi-res quake on complex scenes, Flask enconder at high quality, calculating PI, serving a database, or serving a complex web site to many concurrent users. As the problem set becomes more complex, P4 bogs down, and Athlon excels - buyers are learning this fact. At least P4 isn't a total dog, like Itanic.