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Politics : Formerly About Advanced Micro Devices
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To: Tenchusatsu who wrote (69748)8/24/1999 6:31:00 PM
From: kash johal  Read Replies (2) of 1574000
 
Tench,

Re: "merced and intel"

You may be right that Intel is a genius and knows what its doing.

However Intel seems to be screwing up left and right:

1. PIII - CPU ID flap.
2. PIII - marketing it as improving your internet experience. More short term dollars but they have lost an incredible amount of customer goodwill.
3. 810 - Was supposed to kill all the cheap clones - its been a fiasco and exacerbated the BX chip set situation.
4. RDRAM - time will tell if customers will line up for a more expensive and slower PC than an athlon.
5. Crappy hi-end graphics chips that they have now dropped.
6. Merced- where even HP is showing minimal support and they are biggest IA 64 supporter.

Frankly the poor performance of Merced at 90% of current HP technology shocked everybody. And remember this assumes that the chips meet target speeds - something that is not guranteed (just look at cumine flap).

It seems to me that Intels technical progress this year has been abysmal at best and there are clearly major doubts about Merced.

Having said all that their excellent marketing and the concurrent demise of Cyrix and AMD in the low end has probably put them in a great position for Q3/Q4 this year and is reflected in the stock price and enthusiasm for it.

Intel is blest with the unbelievably poor competition that it has and that also helps the stock price as hardly anybody anticipates even a remotely credible battle from AMD.

Should be an interesting couple of months.

Regards,

Kash

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