Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 215.65

+0.3%

3:59 PM EST

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To: wanna_bmw who wrote (56072)	9/22/2001 9:55:05 PM
From: Dan3	Read Replies (4) of 275872

Re: same as K8 being delayed so that it can "align with AMD's SOI process? By the way, what about Intel's large cache Xeon line? I can think of several examples of them not releasing a given speed grade, to back up my previous assertion. I gave no credence to K8's delay being anything but K8 not being ready. And if you fell for Intel's line that it sat on 900MHZ Xeons "only because their customers asked them to", even after they had to recall the chips that they finally shipped many months later... Funny how that lousy core is already driving AMD .... AMD had a marketing problem, which is being corrected with the Athlon XP being marked to reflect its performance. Intel, on the other hand, has a performance problem that cannot be corrected by anything less than a new core. Thanks for saving me the trouble of looking up your [comments on Motorola's SOI process]. Why are you rejecting the reality that Motorola is seeing an extraordinary improvement in performance and power consumption as it moves to SOI? maybe history will repeat itself, and Hammer will be delayed for three quarters Maybe it will. Maybe P4 on .13 will be delayed, maybe McKinley will be delayed. At least AMD has a roadmap that makes sense. Intel can execute flawlessly and still be stuck with a white elephant useless to 99% of its customer base. The parallels to the Rambus strategic boondoggle are striking.

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