DRBES - <"inteL loses big industry face to AMD over Coppermine"
see: "AMD has 750MHz parts at .18 micron. Intel has so few 733MHz parts at .18 micron that none of the major PC vendors can introduce machines based on it for a fair while yet.">
Yep. It's a bummer being sold out for the Q on the highest margin parts. I do wish Intel could snap it's finger and magically construct more capacity, but I guess having four fabs ramping will have to do.
<inteL trashes huge Gateway rebate scheme">
No comment on this one. tHE rEGISTER doesn't quote any viable source. yOU could have emailed them this report, and they'd print it. Not saying elements may or may not be true. but tHE rEGISTER has a way of getting details mixed up. But even if true, I would wonder what Intel's side of the story is.
<"AMD wins major battle in inteL price war see: "There will be no price reductions on existing Athlon processors when AMD introduces its 750MHz microprocessor next Monday, sources only a cigarette packet away from the company said today.">
750 at this point does not surprise me. It also doesn't overly worry me. My prediction is tit for tat.
<"inteL to demo 1GHz IA-32 chip Feb 2000"
see: "AMD will beat them to the gun. Sources close to the company say that it will be able to launch a 1GHz Athlon in January, if it so chooses. ">
We'll see. So are you and tHE rEGISTER saying AMD will introduce 1GHz parts in January, when AMD's own Chief Scientist says the middle of '00? It's funny how a leaked Intel Marketing MHz roadmap elicits all sorts of diatribe about how that won't be competitive, when it essentially matches AMD's own published MHz maps.
<<AMD wins must shiver inteL's timbers">
Of course. Intel takes all competitors seriously. BTW, AMD is obviously competing at the moment. The purpose of this little ditty isn't to dis AMD's recent competitive efforts, which are actually quite commendable in some respects, it's to poke fun at your interpretation of tHE rEGISTER reports.
<and not least (but far more subtle) "AMD patents chip design...">
What does this really mean DRBES? Give us some analysis on what market segment this design will be targeted at, what designs will it be competing against, etc.
<It would appear that the emperoR has no clothes and only the emperoR, some analysts, and, perhaps, pauL do not know it.>
My take is that you are under estimating your champion's opponent. Your penchant for posting all rEGISTER tabloid headline grabbers suggests to me you are not seriously analyzing the situation. BTW, there is one poster, whom is generally considered to be an AMDer, whom I believe has the situation nailed. But this person actually does some serious analysis, and for the most part, keeps any zeal he feels for AMD as "his champion" in check when actually attempting to actually determine what everything actually means to the bottom line.
Actually, my stance is both companies should do reasonably well this Q. Probably into Q's one and two also, if demand remains high, and both companies execute on the manufacturing level. I believe AMD sticking to Al for another 2 quarters (when I came on the thread, the consensus was Q4 for production out of Dresden), may be a good move for them.
PB
|
