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

To: Dan3 who wrote (85503)	7/22/2002 2:27:35 PM
From: Neil Booth	Respond to of 275872

and other temp/voltage fatigue failures. I think we should refer to it as "Bogohertz fatigue". Neil.

To: Dan3 who wrote (85503)	7/22/2002 3:55:41 PM
From: wanna_bmw	Read Replies (1) \| Respond to of 275872

Dan, Re: "At that point the P4, which is a slower machine, costs a little under $100 more." Looks like the Pentium 4 is a much, much faster machine. anandtech.com AMD just can't quite keep up with Intel. That's why they are losing market share, and posting $(0.54) EPS losses. Re: "And P4 seems to be having some trouble. The highest speed chip is now back down to 3 pages on pricewatch, and the reports of overclockers having the chips run for a few weeks to a few months, then start crashing unless downclocked, or just failing completely are a bit scary. It looks like the P4's are developing a high failure rate in the field, and Intel is backing away from supplying the most stressed parts." I really wish you'd back up your wild claims. Overclocking doesn't mean jack about a CPU. It might be fun to see 4.1GHz Pentium 4 screen captures, but what does it do for Intel or AMD sales, outside of a very small niche enthusiast group? Nada. Intel plans to launch a 2.8GHz CPU very soon. At the beginning of the year, you AMDroids thought that Intel couldn't get past 2.5GHz without throttling back. Guess you were wrong. Meanwhile, you thought the 2200+ Athlon XP was "right around the corner", and held on to that prediction for 6 months. Some people also thought that the Athlon could easily clock to 2.4GHz on .13u, but it seems to be having trouble getting past 2600+ (2.06GHz) by the end of the year, according to Hector. And given how long it took for a 2200+ CPU to come out, I'm not holding my breath waiting for the 2600+. AMD is simply falling farther and farther behind, and you 'Droids keep on throwing your hope at Hammer. Hopefully, for the sake of competition, Hammer doesn't end up being a bust, because that would be the end of AMD, permanently. As it is, I don't see AMD being able to show a respectable stock price for a long time to come. In fact, I don't see AMD posting a profitable quarter for a long time to come. I guess you're going to have to come to grips with that. wbmw