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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 217.91+0.9%Dec 5 9:30 AM EST
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To: Charles R who wrote (14028)10/15/2000 10:21:53 PM
From: PetzRead Replies (1) of 275872
 
<<The only product Intel has is Pentium III. >>

Chuck R:<For some reason people seem to ignore things like chipsets, laptop CPUs and server CPUs.>

We were talking about delivering on promises and none of the Intel chipsets fit that description. The i815 was the supposed to come out Q1, it came out Q3. The i820 and i840 were late, recalled but eventually worked with RDRAM, although the i820 was slowed down to make it reliable. Intel lost half their market share in one year. That is spelled DISASTER. As for laptop CPU's, I'm quite sure that the die for the Celeron and PIII laptop CPU's is identical to the desktop CPU's. If not, find me the Rev Guide on Intel's website that says differently.

Intel server CPU's - stopped at 700 MHz, only acceptable because of AMD's chipset miscue.

<And, the basis of the discussion was NOT intel. It was if AMD delivered everything that was promised last year. The answer is "no".>

I have to agree with you that AMD's performance in chipsets did not meet AMD's promises either, particularly in regard to multiprocessing. But the MHz ramp for Athlon and Duron were far above the promises made a year ago, when AMD predicted a 1 GHz CPU in the 2nd half of Y2000. To call Athlon and Duron the same product or to ignore Flash Memory is not a fair comparison. True, flash is not as big a part of Intel as AMD, but all of Intel's non-CPU business units put together are comparable in size to AMD's Memory Division. No question there that AMD far exceeded expectations in the Flash Memory area and the Comm business area.

Petz
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