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Technology Stocks : Dell Technologies Inc.
DELL 138.98+4.0%Dec 4 3:59 PM EST

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To: milo_morai who wrote (161817)10/6/2000 11:45:54 AM
From: Meathead  Read Replies (1) of 176387
 
Milo - you are totally missing the point.
 
You are an AMD junkie and blinded probably by your
stock holdings.  It's like comparing Dell's current
storage offerings to EMC's.
 
Where are their chipsets?
 
They havent got jack comparably.  That's why you
probably won't see Dell embrace AMD anytime soon.
 
You can navagate AMD's website so I guess that
makes you an expert in chip design.
 
Don't confuse quantity with design muscle.  If you
knew anything about chip design you would be
embarrased at all the links you  posted.
 
Don't you know that these are low complexity
devices?
 
Embedded processors 16bit, 32bit based on 386/486
core.  Simple  NVM/FLASH -- Please.  Audio, DSP,
Codec.... nice products, not newsworthy enough to
make headlines if a product is delayed.
 
All very simple products except for their processors. 
That's where the bulk of their design efforts go, as
it should be, and where they take on any degree of
risk unlike Intel who has many more high complexity
designs in the pipeline. NOT higher complexity,
but MORE of them. Get that straight.
 
I have 3 engineering friends doing chip development
for AMD in Austin.  1 left Dell last year to persue
chip design.  2 are from Intel. I know of products
on the roadmap that I can't talk about ditto for
Intel.  I also know of current design problems in
a few areas.  I also know that AMD is having a
difficult time recruiting and keeping engineering
talent. 
 
So show me AMD's chipsets.  Do a matrix and
compare to Intel by featureset and target market.
 
Re:  Do tell us what you know of ...
cLDT
LDT
Mustang
Palmino
Morgan
ClawHammer
Sledgehammer


You forgot the 6W Corvette...
  
Mustang = Corvette core, 1.4GHz, .18micron, 266MhzFSB, targeted at
workstation and server market.  Design has
been finished for a while

Sledgehammer = K8, 2cpu's on die, take an Athlon add a little extra
circuitry to glue a few 64-bit registers on top.

Clawhammer = follow on to sledgehammer but a slightly scaled
back version aimed at the consumer market.

Morgan = mobile Duron.  600-700MHz, 200MHz FSB,
.18micron, March 2001

LDT = Lightning Data Transfer.  A bus technology for
IO w/ 1.6 G/bit bandwidth. 

Palomino = Slight modification to Thunderbird.  Low
power version for mobile applications.  Design has
been done for a while.
 
PM me and tell me what you really know.  What's on 
the drawing board for 2002-03.
 
So show me the chipsets!
 
Seriously, I expect to see the chipset comparison in
your next response.
 
MEATHEAD
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