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

To: Buckwheat who wrote (156537)	4/16/2005 12:42:07 AM
From: Elmer Phud	Read Replies (4) \| Respond to of 275872

Buckwheat I think you're wrong. Intel can likely produce millions of Smithfields and the incrimental cost is negliable if they can maintain ASPs. AMD can not compete in this market because they can't produce high volumes to keep pace. DC will sell if they're price competitive and Intel says they intend to make millions of Smithfields this year. According to Intel's Love, Intel will ship "millions" of dual-core parts this year, but the company anticipates that dual-core shipmets will make up 70 percent of its server processor shipments and 85 percent of its desktop and mobile shipments at the end of 2006. extremetech.com With AMD's Difficulty in either selling or producing volume it looks like Intel might produce AMD into a real corner.

To: Buckwheat who wrote (156537)	4/16/2005 5:28:02 AM
From: aleph0	Read Replies (1) \| Respond to of 275872

/ AMD is missing a good opportunity to educate people and maintain decent pricing on single core desktop and notebook processors / I've been nagging AMD about this for the past year via Email. AMD should provide a "single printed page" highlighting the AMD advantage - for distribution in PC Magazines WW. The costs of doing such are not that high. Secondly, I've always maintained that AMD should shift their prices up a notch ( 10$-20$ at the low end at least ). ( Most humans equate cheap prices with "lower quality" - you probably cannot change this - so AMD must hike their prices UP imo ) IMO, in the German( +Austria, Switzerland) and Asian markets.. ..most buyers are knowledgable about the AMD advantages ( in Germany , the WBMarket is massive ! ) OTOH, in the US and "Rest" of Europe markets.. ..the power of advertizing seems to prevail. In the UK for example, a typical buyer will just buy an OEM box - based on price and advertizing blurb. This is completely different for German-speaking countries - where tech-reports and word-of-mouth has spread the AMD advantage to many people. Being a Brit living in Germany, but visiting UK often, I am shocked at the "comparative" DISinterest in tech-detail in the UK. Side-note: My 17year old nephew in the UK is a bright lad ( 10/10 A's in school ) and uses an AMD desktop. Last time I cleaned his PC, he had 3,960 viruses on it ! I explained a few things to him and gave up after he asked me what RAM was !!! ( all his friends are the same - they use PCs as a utility and are not interested in the inside-workings of them mainly because they have much better things to do with their time ) The typical German counterpart can "build" such a in 30 minutes. I think the main reason for the difference in mentality wrt tech, is the simply different "social" lifestyle.

To: Buckwheat who wrote (156537)	4/16/2005 11:12:05 AM
From: neolib	Read Replies (1) \| Respond to of 275872

Intel is trying to fool the public into thinking that two cores are a "good thing" for everyday use. Just like the SXs, early celerons, rambus, and other hair-brained marketing schemes. MHZ is king helped Intel fill the P3 to K7 hole they found themselves in when the high clocking P4 allowed their marketing to regain the high ground. I see an attempt with DC along the same lines. The Smithfield pricing shows Intel intends to make sure AMD finds no pot of gold at the end of the DC rainbow.