Formerly About Advanced Micro Devices Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Advanced Micro Devices

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Elmer who wrote (91156)	2/2/2000 5:53:00 PM
From: Richard Wang	Read Replies (2) of 1574721

RE: I think we should be talking about AMD's greatest fears as well. What is going to happen if Willamette is as great as rumor has it? What is going to happen if CuMine yields and frequency really do ramp as well as some are claiming? What is going to happen if Intel starts hitting on all cylinders and AMD starts screwing up again, just like the 20 year old pattern? What happens when Intel gets all this enormous capacity online and cranking out low cost processors? With current CuMines outperforming Athlons, what's going to happen when they are rolling out by the 10's of Millions? No SMP in sight!! Jackedup voltage in a desperate attempt to catch Intel in the frequency race! Dresden years in the making and still offline!! Unsold Athlon inventory! Poor chipset support! The bubble will not hold together forever guys. Intel has a big pin. In reality, I think we should be talking about INTC's greatest fears as well. What is going to happen if Willamette is as poor and late as rumor has it? What is going to happen if CuMine yields and frequency really doesn't ramp as well as some are claiming? What is going to happen if AMD starts firing more cylinders and INTC starts screwing up again, just like the 20 year AMD old used to? What happens when Intel gets all this enormous capacity online and cranking out low cost processors nobody wants? With current CuMines barely keeping up with Athlons, what's going to happen when the Athlons are rolling out by the 10's of Millions? Little SMP in sight!! Jackedup voltage in a desperate attempt to catch AMD in the frequency race! Dresden years in the making and best x86 factory in the world!! Low or no Cumine inventory! Poor Rambus support! The bubble will not hold together forever guys. Intel has a big pin hitting its head. Richard

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next