Followers | 10 |
Posts | 6000 |
Boards Moderated | 0 |
Alias Born | 09/18/2002 |
![](http://investorshub.advfn.com/images/default_ih_profile2_4848.jpg?cb=0)
Thursday, October 23, 2003 3:19:04 PM
The lack of market segmentation is currently one of AMD´s major problems. INTEL has successfully positioned their Celeron processor against AMD´s mainstream XP line, resulting in artificially depressed ASP levels for AMD up to the point where Celeron is sold (currently 2.7, soon 2.8 Ghz). INTEL has exploited this weakness to the fullest by greatly accelerating their Celeron roadmap from earlier plans, without hurting their higher-end margins - this is the reason why they still get $170 for their 2.4 Ghz P4, while the AXP 2400+ only gets a mere $70. Celeron of course differs from their mainstream/high-end line in brand name (which opposed to Duron has established itself), cache size, FSB speed and lack of hyperthreading (and clock speed, now to a lesser extent). The speed difference is enormous, the segmentation is clear, and so is the pricing scheme. OEMs need this segmentation for their product positioning.
Compare that to AMD´s current line - it´s (basically) AXP all the way, with QS ratings from top to bottom, the cache size difference doesn´t segment anything here. However, it is vital for AMD to segment their market, and the plans I´ve seen for the K8 line look like the best bet out there, the segmentation is clear - OEMs appreciate it, and have asked for it (and so would I). Time will tell how well it works out.
The return (or continuation, depending on your viewpoint) of 533 Mhz P4´s is further proof of OEM´s desire to further segment their markets.
AMD´s line-up for 2004, with (now well established) AthlonXP (value), Athlon64 (mainstream) and Athlon 64 FX (high-end) with the well-known clear differentiations between them is exactly what AMD needs to protect their margins and offer OEMs what they need. And that´s ultimately what counts.
P.S.
As for the 4Gb limit someone was proposing - let me comment on that from an OEM perspective:
It would be impossible (and pointless) to market, customers wouldn´t understand nor care about it, and more than 1 GB (or slightly higher as time progresses) is just an illusion for the mainstream and value markets for the foreseeable future anyway.
It´s a bogus idea, as simple as that.
As for continuing AXP sales hurting AMD64 acceptance, I think the merit of this argument is limited at best. 64bit will remain a server/professional workstation/high-end play for a long time to come, and developers and AMD know that.
Keith
Recent AMD News
- Costco Hikes Membership Fees; ON Semiconductor Stock Drops 3%; WD-40 Soars 13% on Strong Q3 Earnings • IH Market News • 07/11/2024 10:17:26 AM
- AMD to Acquire Silo AI to Expand Enterprise AI Solutions Globally • GlobeNewswire Inc. • 07/10/2024 01:05:00 PM
- U.S. Stock Futures Rise Amid Focus on Fed Chairman Powell’s Speech, Oil Prices Fall • IH Market News • 07/09/2024 10:56:09 AM
- U.S. Stocks Close On Mixed Note; Nasdaq, S&P Hit Record Closing Highs • IH Market News • 07/08/2024 08:48:15 PM
- U.S. Index Futures Modestly Higher Before Key Economic Data Release; Early Closure for July 4th Holiday • IH Market News • 07/03/2024 11:01:33 AM
- Major Averages Close On Firm Note As Stocks Rally After Early Struggle • IH Market News • 07/02/2024 08:44:00 PM
- Honeywell Acquires CAES Systems for $1.9 Billion, Sarepta Therapeutics Surges 34%, Gilead Continues Gains • IH Market News • 06/21/2024 12:00:38 PM
- Trump Media Resells Stocks and Warrants; KB Home Exceeds Q2 Expectations, and More News • IH Market News • 06/20/2024 10:55:11 AM
- AMD to Power AI-Based Smart Parking Solution for Sun Singapore, the Country’s Largest Provider of Smart Parking Services • GlobeNewswire Inc. • 06/19/2024 01:00:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 06/18/2024 08:18:09 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 06/18/2024 08:12:29 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 06/14/2024 08:03:45 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 06/13/2024 08:14:12 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 06/12/2024 08:34:23 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 06/11/2024 09:40:41 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 06/10/2024 09:22:35 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 06/10/2024 08:16:19 PM
- AMD to Present at the UBS Women in Tech Summit • GlobeNewswire Inc. • 06/10/2024 01:15:00 PM
- Apple Showcases AI at WWDC 2024, Nvidia Stock Split Starts Today, and More News • IH Market News • 06/10/2024 11:29:44 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 06/07/2024 08:16:25 PM
- AMD to Present at the Nasdaq London Investor Conference • GlobeNewswire Inc. • 06/06/2024 08:15:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 06/06/2024 08:11:40 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 06/05/2024 08:27:23 PM
- Economic Worries May Lead To Weakness On Wall Street • IH Market News • 06/04/2024 01:10:54 PM
- AMD Unveils Next-Gen “Zen 5” Ryzen Processors to Power Advanced AI Experiences • GlobeNewswire Inc. • 06/03/2024 03:01:00 AM
Peer To Peer Network aka Mobicard™ Launches AI Investor Chatbot Boosting Engagement & Lead Generation on Ihub • PTOP • Jul 15, 2024 8:30 AM
Greenlite Ventures Announces AI Integration into No Limit Platforms • GRNL • Jul 15, 2024 8:00 AM
Cannabix Technologies and Omega Laboratories Inc. Provide Positive Developments on Marijuana Breathalyzer Testing • BLO • Jul 11, 2024 8:21 AM
ECGI Holdings Enhances Board with Artificial Intelligence (AI) Expert Ahead of Allon Apparel Launch • ECGI • Jul 10, 2024 8:30 AM
Avant Technologies to Meet Unmet Needs in AI Industry While Addressing Sustainability Concerns • AVAI • Jul 10, 2024 8:00 AM
Panther Minerals Inc. Launches Investor Connect AI Chatbot for Enhanced Investor Engagement and Lead Generation • PURR • Jul 9, 2024 9:00 AM