Re:Do you think AMD cancelled Mustang simply because the OEMs said they don't need it?
Nope - and I made it clear that I don't think AMD is holding off parts they could produce any more than Intel is.
Do you think AMD slipped Hammer just to realign it with SOI?
I don't know why they slipped Hammer, and I don't pretend it isn't delayed.
Do you think AMD warned late just because they were caught unaware regarding current economic conditions?
The lateness of the warning from AMD was a disservice to AMD shareholders (like me). Let's see how Intel does when it reports.
When do you think the price of AMD stock will surpass that of INTC and never look back?
Never say never - but I think Intel is going to have a tough Q3/Q4 and it will tank. Whether AMD will have it any easier and tank any less depends on how ugly this price war becomes. The biggest near term change is that Intel is up against pricing pressure now in notebooks as well as desktops during a period of weak demand, and they haven't faced that in quite a while. AMD is producing a better small server than Intel at this point, too, but I doubt it will help them much (or hurt Intel much) near term.
And finally, do you think laying on the thick anti-Intel FUD is going to provide you long-lasting comfort from AMD's woes?
Give me a break, Athwipe Engel is spewing utter crap 7 x 24 on the MOD AMD thread and you're whining about me?
Tenchusatsu
P.S. - All these things happened well after Intel's 1.13 GHz fiasco. It's funny how you continue to bring up that old piece of news, because that's all you have to work with.
OK, how about:
Intel froze some Xeon shipments after finding flaw
Tue Jul 10 18:40:00 EDT 2001
SANTA CLARA, Calif., July 10 (Reuters) - Intel Corp.
(NASDAQ:INTC), the world's largest semiconductor manufacturer, on
Tuesday said it had suspended shipments of a version of its
Xeon processor because of a rare glitch that could cause
computer workstations and servers to freeze up.
The processor, a Pentium III Xeon running at 900 megahertz
with 2 megabytes of level-two cache memory, was introduced in
March and Intel found the glitch in high-stress laboratory
testing in April, Intel spokesman Robert Manetta told Reuters.
Shipments of that version of the Xeon were suspended after
the glitch was discovered and Intel engineers sought to solve
the problem. But a suitable fix was only devised recently, and
shipments will resume next month, Manetta said.
Because the chips had been shipping for only a month before
the flaw was discovered, the number of potentially problematic
Xeon 900 MHz processors involved was immaterial, Manetta said.
He declined to specify the number of the 900 MHz Xeon chips
Santa Clara, California-based Intel had sold.
Intel doesn't sell nearly as many of its Xeon processors,
the brains of workstations and servers, as it does of its
Pentium and Celeron personal-computer and laptop
microprocessors.
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