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Politics : Formerly About Advanced Micro Devices

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To: Elmer who wrote (120329)	7/16/2000 9:03:42 AM
From: hmaly	Read Replies (1) of 1571981

Elmer .....Re<<<<<Let's face the facts. 1) The Athlon never was 7th generation. 2) The 3 FPU execution units were long on hype and short on superior performance. 3) The larger cache didn't make up for a inferior design. 4) The faster memory bus doesn't provide superior performance. 5) A K7 optimizing compiler won't make up the difference either. AMD is better off comparing the K7 with unoptimized code to CuMine with unoptimized code. The only hope AMD fans have performance wise is to keep the tiny MHz advantage because clock for clock the K7/Athlon/TTurd is not living up to the claims and the excuses are running out of gas. <<<<<<>>>>> Elmer, you say that but even AMD's harshest critic agrees the Athlon is better than Coppermine. <<<<<<<Kumar: That’s due to the phrase work in process. If a company goes through multiple product transitions, they we need to be cognizant. Their execution record over the last four quarters has been anything but stellar. They received a black eye with Rambus (RMBS: news, msgs), and this is one of the many negative impacts the company has had to go through. The hope is, the execution in the second half of next year will be significantly different. The big product that’s coming out in the fall is the Willamette. This is the first new micro architecture the company’s introduced in the last five years. It’s extremely important that the execution goes as planned, otherwise, the company, essentially has a product portfolio that’s not very competitive against AMD (AMD: news, msgs). <<<<<>>>>> Did you read that last sentence carefully? Don't you think you'd be better off trying to convince Kumar that Coppermines are faster than Athy's? It's getting pretty bad when even Intel's staunchest analyst believes Coppermine isn't competitive anymore.

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