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Politics : Formerly About Advanced Micro Devices
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To: niceguy767 who wrote (82341)12/8/1999 10:56:00 AM
From: Bill Jackson  Read Replies (1) of 1582296
 
niceguy, Remember that Intel is the dominant force in this industry and could be likened to the 500 pound gorilla who sits wherever he damn well pleases. In addition AMD also needs better downstream products to stay ahead of intel. i expect this tit for tat duel to continue for some time with AMD having the upper hand for a year or more simply because it's current Athlon has more high frequency headroom as it goes to .18 and below and also goes to copper damascene processing. After that there are Intel products that AMD will need to beat. These products may well become a proprietary Intel only branchoff. We no longer have pin for pin compatibility so the same mobo cannot be used for both as was common in the past. What if we get a new software structure so that the same software cannot be used? Abandon x86?? it could happen if Intel makes the turn and enough follow it will become the defacto new standard and AMD will no longer be there. If they try to carve their own niche they may end up on a dead end. If they try to keep x86 going it may also run out of steam in the near future.
Of course the branch Intel takes could become the path least followed. Remember microchannel and IBM, (RIP). Well Rambus has advantages but it also has cost disadvantages that may never vanish and a competing slower standard that is cheaper can prosper and beat the faster better more expensive method. Both IBM and Apple showed us that.

Bill
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