Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 215.65

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3:59 PM EST

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To: wanna_bmw who wrote (56057)	9/22/2001 5:24:05 PM
From: Dan3	Read Replies (1) of 275872

What went wrong with Xeon 2GHZ, forcing its cancellation? Why does a 1.2GHZ Athlon MP outperform a Xeon 1.7GHZ (According to both Anandtech and Ace's Hardware). What happens to Intel's workstation and server margins over the next 6 months as they try to hold off AMD's dual 1.5GHZ platform that will outperform a dual Xeon 1.7 by nearly 40%? - and cost less! - and not be limited to Rambus! How many years until Intel has an SOI process to compete with the AMD/IBM/Motorola near term solution? What will happen when Intel tries to compete with AMD's inexpensive, performance compatible, 64 bit platform? IA-64 is looking more and more like a strategic blunder on the order of Rambus.

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