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

To: milo_morai who wrote (88063)	9/13/2002 2:06:19 AM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

milo, you made my point. Intel doesn't need to keep rolling out new grades, but they do thinking it will help to stop the bleeding. But what they are doing is worse long term as they have put computing so far ahead of the code it makes no sense for current users to upgrade as there systems are NOT slow It's not about Intel's bleeding. It is about AMD's bleeding. If Intel bin splits allow faster speed grades, why not roll them out. The fastest chip will continue to be $500 to $600 (while there is no competition), the second highest will be whatever etc. If the bin splits allow it, Intel will generate the same revenue on the high end. Even the low end. But it matters greatly to AMD's ASPs whether they are competing with slowest Celeron, or mainstream P4. And not only ASPs, but unit sales. If you have an attractive CPU at the high end or mainstream segment, the performance oriented buyers will come, if all you have is low end, these guys will go elsewhere. Right now, Intel is delivering faster speed grades, pushing AMD down. AMD situation is deteriorating. The deterioration can stop very quickly when the Tbred "B"s appear, but while they are unavailable, the situation continues to deteriorate. Joe