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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Paul A who wrote (36520)	8/30/1998 4:18:00 PM
From: Yousef	Read Replies (2) \| Respond to of 1571678

Paul, Re: "Actually, when we hit 16 mhz for the first time was when I first realize we came to far to fast." That's brilliant, Paul ... Maybe AMD should stop at 350Mhz. With their process technology, they may be forced to anyway. Your dogmatic, uninformed position of CPU's having reached a performance plateau has been expressed here many times over the past years. Never made sense then ... doesn't now. Re: "I guess this is where you come back and say your long, or you dont hold a position." I hold a short position in AMD @ $40 and additional AMD LEAP's (Puts) @ $30. Over the past year I have been very consistent and correct about my assessment of AMD's technology ... Sorry that the facts offend you. Hope this helps. Make It So, Yousef

To: Paul A who wrote (36520)	8/30/1998 5:48:00 PM
From: gnuman	Respond to of 1571678

Paul A. The race for speed. I think this is a never ending process, but the factors driving it are changing. Used to be Intel introduced the next generation every 2-3 years, with unit volume for a product peaking around 18 months. Every new chip fostered new hardware and software to take advantage of the technology/speed enhancements. (Combined with ever increasing hard and dynamic memory capacity). The marketplace wanted the enhancements since each one brought a lot of added value. Prices were stable and the price learning curves were pretty consistent. This was a well ordered business plan and was beneficial to both Intel and the marketplace. I think this is changing. The race for speed is now a competitive event driven by the emergence of a number of viable competitors. I don't think it is marketplace driven any longer. If you've followed all the roadmaps put out by Intel over the past year or so, (including their just announced product line revisions for 1999), we see new products and speed upgrades introduced at ever increasing rates. Product life spans and unit volume peaks are occurring in months, not years. I doubt very much if this would be the plan if there were no real competition. Celeron came and will go away in less than a year. CeleronA will displace it, but the product is also a threat to the higher ASP PII line. And the entry level PII will shift from 233mHz to 350mHz in a very short time frame. I think all of this has created a major shift in the buying habits of the average consumer, both in the home and the office. (Note, there will always be that segment that buys the latest and greatest, by I think this population is dwindling). If the high end, high priced PC of today will turn into the cheap, low priced machine 6- 12 months from now, why bother? New killer app's that require the power aren't on the horizon, so why not just buy a good PC at a reasonable price and get out of the rat- race for speed? This is certainly true for the rapidly growing segment purchasing for the net. Speed is not only free, (price/performance at any future date), but the next generations are getting cheaper. Should I buy a $2500 PII/450 today, (knowing that in a few months it will not only be a lot cheaper, but displaced by Katmai), or should I buy a good $1500 PC that does everything I want it to do? I don't think the race for speed will ever end, but the need for speed isn't what it used to be. And the result is a continuing shift to ever lower priced machines. These are just my opinions. BTW, don't take anything personal that's posted on SI, it's all part of the game. ;-)