chic, <I've been on the thread since November>
Which November? 1996? 97?
Please go down the years and check what garbage
they were pulling over the AMD thread. It is
very easy to pour dirt on a competitor if
you are backed by a ruthless Chipzilla with
billions in bank. That's what those guys did
all the time. People do not change over night,
these guys just slightly change their skin
color recently in the face of apparent pressure
of the successful product - Athlon. I predict
that you will see a flood of demeaning post
from Elmer and Engel in event of any misstep
of AMD.
Looking in the past, it may seem that they were
right - stock did not take off at old K6 time.
However, little analysis would reveal that all
their _technical_ arguments were false. "K6 lags
in MHz because AMD transistors are
vastly inferior to Intel", "talent is jumping
out of K7 development", "Athlon is MIA", "Otellini
does not lie - ten's of millions of Cumines will
soon flood the market", "1 million Cums per week",
etc. etc.
Their current trump card is "Cumine is faster
than Athlon" while ignoring the fact that the
Cumine systems run at much higher bus frequencies.
Of course, AMD misjudged the importance of 133
system bus because they underestimated
microarchitectural improvements in Coppermine,
and now AMD is somewhat late with their new
chipset.
<Paul starts a lot of good discussion.>
You must be kidding, right?
The only theme he starts is "Intel will crush
your puny AMD, or make their lives miserable
(and my old-old investment will soar higher
and higher - go join the church of Intel to
help my shares to prosper)"
Regards,
- Ali |
