John..Re <<<Well, what if I'm wrong, and Willy DOES come out at 1.4 GHz on something like November 1. Well, there's still a nice "end game" available to AMD. It's AMD taking over Motorola's role as the manufacturer of Apple's CPU. IMO, Apple will have 10% of the PC market forever. 10% is a nice number for a company the size of AMD, along with flash memory and continuing growth in the networking products. Motorola is badly fumbling with Apple right now. AMD's 64-bit Sledgehammer can be tweaked into Apple's 2001 solution, without having to worry about the Gorilla stomping on you. Now certainly AMD ought to be looking at this proactively whether or not WILLY WINS, but if the Gorilla womps with Willy, it looks like a nice end game to me!>>>
John, I feel you are way off base here. If there is one thing that can be said about AMD it is that they have been working with their partners. It is possible that AMD will rent,lease or partner Dresden with MOT. but take over Apple's business right now is ridiculous.
First of all; there seems to be a irrational fear on this board of a as yet unseen Willy. So what if Willy comes out in Dec. It will be way too late to affect xmas sales this yr. and by next dec. AMD is likely to have their response to WILLY. Secondly the chipset that goes with WILLY will require Rambus. When you combine the costs of Rambus with WILLY you are going way north of GTW's sweet spot of $1295. Thirdly, Intel hasn't had a decent low end sever chip for awhile and there likely will be pent up demand for WILLY in server area. Fourthly, if you look at the polls on Anand's etc. almost everyone favors buying AMD 3-1. Why? Because Athlon is that much better than Coppermine? Not according to Elmer and Paul. Then why? I feel that many people are tired of being under Intels rule; benevolent or not. Almost everyone tires of the same old, same old. Intel will lose a lot of vendors because of shortages, rambus etc. before WILLY comes out. I doubt if they will come running back that quickly. Freedom is a wonderful thing. |
