Visiting from the AMD thread due to this being a cool post of the day:
Steve Lee said: "On AMD, I think their numbers are disappointing. Sequentially their operating income is about the same as last quarter (although they did lose some revenue from a spin off), with a new plant supposedly having recently ramped. All this among talks of high end success and Intel disasters."
I think their #'s are quite good, seeing as how this market has been of late. I'd rather be having them beat their expected share by a couple of pennies then having them issue a warning.. as a certain 800 pound gorilla competitor of theirs did.
"What is going to happen here when P4 ends this nonsense-talk of Athlon being the highest performer and when intels extra fabs come on line?"
Evidently, you havent bothered to visit any of the numerous hardware review sites out there (I talk of Anandtech, Tom's Hardware, Aces Hardware, JC's Semiconductor News among others. There is nothing nonsensical about saying the Athlon is the highest performer right now.. the vast majority of hardware reviewers prove it. (not to mention the highest MHZ right now and the most reliable.. I havent seen any recalls of chipsets (i820)or CPUS (P 1.13), paper launches of supposed products (1 ghz a few months back) or cancellations of products (Timna) coming from AMD, have you?
As for the Holy Grail of Intel, the much talked about P-4... the prior-mentioned hardware sites cast doubt that this will be a so called Athlon killer... preliminary benchmarks have not been particularly frightening for AMD supporters. I concede that the final product will probably be better (it better be for Intel's sake), but with Mustang coming soon on DDR SDRAM, and at a guaranteed lower price then Intel, AMD will do just fine, thanks very much. I believe I have also seen from certain reports that the Mustang version of Athlon will be able to go up to 1.5 ghz on the .18 stepping.
Add this to the fact Intel's own people are saying that P-4 wont really have much significance til at least 2002, and possibly unit volumes will take much longer then that.. and your rather questionable assertion that AMD will half in the next year bears the sounds of a wistful Intel investor longing for the days when they had virtually no competition to worry about, could charge whatever they wished on their products, and had stable high stock prices.
-- source for no P-4's significance til 2002 is here: cnetinvestor.com
Disclaimer: I own no AMD, Intel, Sun, or any stock for that matter.. just a hardware guy who reads these boards with interest at how investors and tech/hardware peoples views vary. |
