Advanced Micro Devices Inc (AMD)

[HailMary]

Anandtech redeemed - 3400+ Part2 review

Wow - AMD parts look incredibly strong in that review.

I think Prescott will be facing some stiff competition. It has been rumored Prescott won't perform better than an equivalent grade P4EE, and the P4EE is losing in most of the marks here to FX51 and in some cases to the 3400+. If you take this bit of information and combine it with the promise of socket 939, AMD really looks like it will have no problem having a product in all the desktop segments this year.

While I try not to get into the performance debate that occurs on these boards, I think it is important for AMD as a company to maintain parity or leadership in performance so they can control their own prices somewhat. This makes this battle relevant to my AMD investment.

I'm not an AMDroid, AMDolt, or whatever you call it these days. I'm just an AMD investor. If Intel had a part that performed best and had the best price/performance for what I want to do, I would not hesitate to buy one, and I would likely rethink my AMD investment. If AMD loses control over pricing by not having parts in the top speed categories, they'll be right back to losing money in the chip division (in Q3 it made a profit, and I assume Q4 is profitable).

I realize that Prescott is not out yet, and I reserve the right to change my mind and investment strategy at any time, but for now AMD looks to be the better play for 2004.