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

To: Jim McMannis who wrote (149130)	1/26/2005 12:42:07 PM
From: KeithDust2000	Read Replies (3) \| Respond to of 275872

Jim, It all comes down to marketing and AMDs lack of it. IMHO. Exactly. I´m willing to bet that INTEL will push Smithfield with a big marketing campaign, stressing the areas where it will be useful (video+audio de/encoding, some content creation stuff, "multitasking" etc.), reviewers will develop/use scripts/benchmarks that will stress the advantages and they will become a part of the standard testing suites, the INTEL benchmarks like Sysmark will greatly respond to a second core, etc., and all this combined will create a dual-core hype that, relative to their prices ($250+), could make them sell well in 2005, and distract attention from single cores, where AMD should be fairly strong (especially price/performance). It wouldn´t be the first time. P4 should also benefit thanks to a greater emphasis on the apps mentioned above which like Hyperthreading. @ Joe, I agree.