Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: niceguy767 who wrote (81239)	11/28/1999 11:59:00 AM
From: Elmer	Read Replies (5) of 1572552

Re: "elmer, perhaps you might be more at home on the intel thread with the likes of Lucy and pals. Fiction writing seems to be your strength! " You're the one who has all but built a shrine to Jerry before 1 penny of profit. A profit that will only exist by proping the processor division on the shoulders of the memory and communications product lines. Processors remain where they have always been, deep in the red. A turnaround is possible but you are clearly convinced well before the fact. Not a good trait in my opinion. "do you honestly believe that anyone can come up with "abetter mousetrap at a better price" than the Athlon in the near term...From this investor's perspective: "It just ain't gonna happen"! The Athlon is a good processor and it is available. Your myopic view of the competition is about 2 weeks wide, consistent with your belief that AMD management is practically deserving of a Nobel Prize: "AMD just might make the Harvard textbook case study group as an example of outstanding management direction and decision making!" All you can see is what's 2 inches from your nose. Where have you been for the last 20 years while this company has gone from a respectable name in the industry to what is usually called the worst run company in America? The processor division continues to be a major money loser. AMD still has major problems integrating large caches on die. The CuMine is late for sure but if you could see beyond your nose you'd realize it will be here in force and already beats Athlon on every meaningful benchmark. It is a better mousetrap and Intel can build them much cheaper than AMD can build the Athlon. Itanium systems have been demonstrated running 16-way and Athlon has never yet been seen in a 2-way. A reliable source told me Willamette hits the Fab next week, or make that this week seeing as it's now Sunday. Athlon will not be competitive with Willamette but you won't see that until it is immediately in front of your face. All this doesn't guarantee anything. Intel needs to stay paranoid and Athlon will keep them that way, but you have counted your chickens and a next generation or 2 before the first one has hatched. That's silly and your posts are silly because of it. Try and distinguish between your hopes and what is a more realistic appraisal of the situation. If you really believe your own hype then I assume you have loaded up on leaps. I have put my money where my beliefs are. Have you done the same? EP P.S. I'm going to save this marvelous quote of yours for future reference. "AMD just might make the Harvard textbook case study group as an example of outstanding management direction and decision making!"

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