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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 215.18-2.1%Dec 2 3:59 PM EST

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To: wanna_bmw who wrote (52935)8/29/2001 10:45:28 PM
From: THE WATSONYOUTHRead Replies (1) of 275872
 
Why? So you can pick it apart? Maybe I'm wrong, or maybe I'm right about the majority of CPUs being produced being 1GHz Pentium III chips, but either way, I think you'll be resourceful enough to find shortcomings in any breakdown that I give you.

The reason you refuse to give a breakdown is that you can't produce one which has any degree of believability and shows 13+ million 1GHz PIIIs out of 26 million total parts.
I know it and I think you know it as well. If you could, I think you would have produced such a breakdown in a heartbeat. So... I'll leave it there.

Ali's thesis that he is pushing is that AMD has always had a superior process over Intel's, and uses for proof data that shows AMD's K6 and K7 processor lines reaching clock frequencies previously unattainable by micro-architectures of similar pipeline length. My rebuttal is that AMD's frequencies are primarily due to their ability to tweak process settings, since they only have to propagate changes in their process through their single fab in Dresden (I don't think they are pursuing the same tweaks in their Austin fab). Intel, on the other hand, is bound by their copy-exactly philosophy, which becomes a requirement if they want to micro-manage several facilities. But in true Ali fashion, he has successfully turned the topic away from one which his point has become diluted. One cannot claim that AMD has superiority in a process if their main improvements only apply to a fraction of their output. Taken into perspective, AMD has certain advantages that wouldn't be available to them if they were a larger company. It's good for them if they can push Athlon frequencies higher on a given process through tweaking their methodology, but bad for them if they are forced to make these changes work through a number of manufacturing facilities if they even do gain the market share that they are going for. That's my point. You're the process expert, and I'd love to hear your opinion on it, but don't go changing the subject, just because you think your argument is stronger elsewhere.

What's this crap about changing the subject?? The only subject I've been discussing with you is your claim that Intel sold 13+ million 1GHz PIIIs last quarter. That's it. Period. I made no reference to anything concerning your discussions with Ali. So, if anyone is changing the subject....it is you. By the way, if you really want to know.... both sides of that discussion were lame.

THE WATSONYOUTH
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