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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: NITT who wrote (170256)	8/29/2002 2:03:19 AM
From: wanna_bmw	Read Replies (1) \| Respond to of 186894

NITT, Re: "Most big OEMs want a few weeks to shakedown any new chip and may require a significant number of samples(hundreds) to do so." What does this mean? Samples are for validation only. Any given OEM or vendor won't need more than a few. Re: "Let's take it easy on the AMD cheer squad for a while." Why should the AMD cheer squad be an element in my posts? I am agreeing with Elmer that there isn't any Athlon 2400+ or 2600+ availability anywhere. I also added that, while Pricewatch is a good indicator of availability, OEM systems equipped with processors are a much better guide, since they deal with the high volumes. My bone to pick with AMD right now is their choice to compete in the marketing aspect of chip sales, without having a product to back themselves up. Intel has made this mistake in the past, and hopefully they've learned, but paper launching a product just to get the PR does little except for frustrating the customers that you depend on. AMD has gained nothing with the new launch, except maybe at best the mindshare amongst the enthusiasts and press that they haven't fallen that far behind in the performance race. Practically, it has given them nothing. They are still being forced to put their 1.8GHz processor against Intel's 2.2GHz processor, which is soon becoming the "low end" of the mainstream market. Whatever QuantiSpeed was able to do in the past for AMD's ASPs, it isn't working any more, since the 1.8GHz Athlon XP (2200+) sells for absolutely no premium above the 1.8GHz Pentium 4. Even with a 2.13GHz Athlon XP (2600+), AMD is likely to sell for less than the 2.2GHz Pentium 4, which will soon sell for less than $200. AMD is not likely to see any relief in ASPs until Hammer, and this won't mean much for revenue until Hammer ramps in volume. That's why I see AMD as a bad investment. Even though it's at a historically low price, AMD stands to lose much more money right now than they have in past quarters, and some investors might start getting impatient. I've always been one, though, to believe in the cyclical nature of AMD stock. The ups and downs are as predictable as waves in the ocean. I do believe that if AMD can survive, there will be a time in the future when the stock becomes very attractive. This time may be close, too, but it certainly isn't yet. AMD has much more that they will lose before things get better. Paper launches, while glitter in the eyes of the marketing folk, are not going to help AMD to get there any faster. wbmw