Wanna, Re: 'Jerry Sanders has bet the company once again, and this time on Hammer, Hammer, Hammer'
AMD isn't going to need Hammer to handle the P-4. It is clear the P-4s development is lagging.
And as the XP, MP, and mobile products come on line & transition to .13 SOI -- "Microprocessor silicon from this fab in 130 Nanometer is exhibiting great yields and outstanding circuit robustness. " -- Hector in CC.
Re:< Realize what Paul is saying, because even though he has a harsh way of putting things, he has a point, yet you shut it out completely.>
Since this was the last Engle post NG responded to before you jumped in, lets go through it and find out what you think Engle was saying.
Message 16570956
<Intel NEVER EVER had net income of $10 Billion/year - so how could it possibly DECLINE by over $10 Billion?
Yoiu and Numbered Dan make up the AMDroid New Hallucinations of Accounting (ANHA) to crate phony baloney arguments about Intel's income - all the while IGNORING AMD's LOSSES and HEMMORAGHING of MONEY.>
What do you think? Rare and valuable? Should I bookmark it for future reference? He seems to be saying he *KNOWS* NG and Dan3 are ignoring AMD's losses and Hemmoraghing of money. How does he know. Do you think that's true? I think I've seen posts by each of them that discuss the subjects.
I think I'll say it begs the question - for an INTC lover - why does he care?
<Which begs the question - for an AMD lover - why do you care?>
I'll let that one sit.
<You should be concerned that AMD is LOSING MONEY on every CPU they sell.>
Very poorly worded and irrelevant.But I'll bet NG is concerned that AMD lost money last quarter. If I were Paul I'd be concerned that INTC Blew $1.4 Billion of stockholder equity last quarter.
<You should be concerned that AMD's products are LATE to market.>
It's good of Paul to let us know. we might not have figured out by our selves. This has been discussed ad-infinitum. I know I was concerned. Right up to the recent reviews of XP & MP. A lot of my concerns have been laid to rest. Do you think Paul should be concerned that the 2.2G P-4 is late? Do you think he should be concerned that Itanium is a near complete failure?
< You should be concerned that AMD had to resort to a PR rating to re-label their processors to compete with the FASTER Intel CPUs.>
Laughably inaccurate. How dopey can a person be?
<You should be concerned with the fact that AMD's future is cloudy as their ability to invest in R & D and bring new processes to market has been declining - causing the Hamster to be delayed.>
It would be nice if Paul would tell us what R&D area, specifically was giving AMD problems. Fortunately, the AMD R&D budget has been adequate to move AMD's top chips well ahead of Intel's offerings in most important benchmarks. And the gap will only widen going forward as the obsolete P-4 slinks toward oblivion. When is the P-5 due out? With Intel's market share and marketing they should be able to hold on 'till the Hammers show up, but if they don't have a new desktop CPU generation by then the Celleron and P-4 aren't going to do the job.
AMD's going to be at a 50K CPU/year run rate by the middle of next year, up from around 30K now, and they're going to sell those chips. They may have a loss for the year, but they are going to sell those chips.
Re: <he knows a hell of a lot more than you.>
And he sure showed it in that post, didn't he.
It's really nice, when I come onto the thread to find more than half of the 'last 40' have been posted by fudding current or x Intel employees. Gives me a warm feeling to know you all care. Makes me want to get Paul and Yousef kicked off the thread. Or start a new one.
And your Message 16571106
sure was informative. What is this, tag team WWF?
tgptndr
tgptndr |
