Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: eracer who wrote (124032)	6/18/2004 12:40:06 PM
From: dougSF30	Read Replies (1) \| Respond to of 275872

So you are saying that the 3700+/3800+/S-939 FX-53 launch was probably a mistake and is preventing AMD from maximizing profits. AMD was already ahead on performance, so why bother releasing these very expensive and relatively low volume parts? No. For one thing, 939 is an important infrastructure change. For another, that's not too far ahead of Intel, and they can make sufficient quantities of 2.4 GHz parts. But suppose they could make decent quantities of 2.6 GHz parts now, but were also fairly certain that was the last bump on 130nm. It would probably be better to hold 2.6 GHz for another few months, given that Intel is behind, instead of waterfalling prices on their other parts to push 2.6 GHz out now. That's my point, really. I'll grant you the "Intel panic" factor you mention has something to it, but I think that on balance, when you're already ahead in the speed game, holding back new speed grade introductions often leads to greater overall profits. So, I don't think it is fair to say that profits are a reason for AMD to be ramping speed as fast as possible, given that they are in the lead right now. That's all. Doug