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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 203.14-0.8%Jan 9 9:30 AM EST
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To: that_crazy_doug who wrote (11548)10/5/2000 6:44:44 PM
From: Charles RRead Replies (1) of 275872
 
<Thus, to make an active decision to add AMD, you need a good reason to break the status quo mold.>

That is called REACTIVE thinking (compared to PROACTIVE).

<There simply is no compelling reason to change the status quo. (again at the time of the k6-2)>

That's how companies routinely get burnt. It is just a question of time before a supplier falters. Either one can wait till that inevitable glitch happens and pick/add another one or one can be proactive and reduce that risk.

<There are definitely some bad things in the relationship, but Dell can clearly not go on without Intel (even just the celeron lineup). At this point, I make the active decision to take a change on the second source, but there's no way I go for the gusto and get rid of the celeron.>

This line of thinking I can agree with. I was thinking your argument was based solely on the lack-of-performance and compatibility issues with K6 - which was a pretty weak argument.

<The fact that it was sold in a retail store or that it was used in laptops doesn't speak much for compatibility. It says it was very stable under those circumstances (i never argued it wasn't). I said that it had compatibility issues. >

And I am saying that compatibility issues that arise in some isolated cases are pretty much irrelavant. AMD probably shipped 30-50M K6s to date. Such a number is not possible if the compatibility issues were significant.

<If the pc doesn't work with a new video board, compaq doesn't have to take it back (neither would dell), but it certainly soils the experience with that particular customer, and I don't think compaq cares, and I think Dell does. >

I find the argument that Compaq doesn't care about its users experience with its products completely irrational given Compaq is the #1 or #2 in the PC space by any measure. And I see little point debating such a view. If you said Dell cares more for quality than Compaq that would be more agreeable.

<Well there are several more reasons to "wait and see".
1) You don't know how much lower the IPC will be. >

You have no idea what I know or do not know. Do you?

<2) You don't know how high the processor will scale. >

That's what I have been saying for an year now so I guess you are right.

<3) If the SSE2 instructions make the chip faster, and they are used in driver software to improve performance of games substantially then they will have a real impact. >

Yet another thing I have been saying for about an year.
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