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

To: Petz who wrote (85386)	7/19/2002 2:39:17 PM
From: wanna_bmw	Respond to of 275872

Wow. I've never seen AMD so desperate. Looks like they've resorted to an all out offensive. Should be interesting to see what happens. Very entertaining, though. wbmw

To: Petz who wrote (85386)	7/19/2002 2:47:02 PM
From: h0db	Respond to of 275872

Question is, why is AMD focusing attack on the Celeron? Answer: Celeron is doing very well with the white-box OEM crowd, which had been an AMD stronghold. Beside MHz and price, Intel offers platform stability, if not performance. I think this is THE key area where AMD lost market share in the past quarter. They had already lost the large-scale OEM market over the preceeding year, but the introduction of P-4 Celerons is hitting home in the screwdriver shops. These guys and their Small Business/SOHO customers care more about stability and branding than they do about performance. RMAs on AMD-based systems with VIA/ALi/SIS chipsets on a wide variety of motherboard brands can make or break in this segment (talking to a friend who is in this segment, and who was all AMD a year ago, but is currently selling only Intel because of motherboard issues). Stuff that would not ruffle the feathers of an enthusiast in terms of drivers and chipset quirks drive white-box assemblers away quickly. AMD is doing a good job to try and make this perception of Celeron as "all bark, no bite" before the Northwood Celerons ship later this quarter. With 256kb and even 512kb of L2 cache, some of AMD's performance claims are going to be OBE. Note to AMD: Put an AMD brand with a 3-year warranty on motherboards based on the nForce2, and push it hard among white-box OEM vendors. The market is still yours for the taking, but this is one area where you can't "wait for Hammer!!"