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Technology Stocks : Intel Corporation (INTC)

INTC 34.72

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Nov 17 3:59 PM EST

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To: Tenchusatsu who wrote (117115)	11/12/2000 11:40:02 AM
From: Paul Engel	Read Replies (1) of 186894

Ten - Re: 'Whatever happened to AMD's Mustang? Seems like that processor dropped off of the top of AMD's roadmap, and the 1-way and 2-way SMP servers will be covered by Palomino in Q1 2001 (based on 760MP chipset availability in Q1). 4-way and 8-way servers not coming from AMD until Q2 2002? How many people here are betting that even AMD's 4-way and 8-way will slip until Q3 2002 at least?" I think it's safe to assume that AMD pulled off the AthWiper when they were in a highly focused ONE CHIP mode. Now that they have to expand on that to more CPUs, AMD's execution problems are proving to be as difficult as Intel's - except that AMD is still in a "catch-up" mode. That means that their continual slips in SMP deployment are concurrent with Intel's further advancement of their SMP architecture, deployment and pervasiveness. Thank you, Cherry Sanders, for dropping the ol' ball ! Paul

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