TGPTNDR, Re: "AMD isn't going to need Hammer to handle the P-4. It is clear the P-4s development is lagging."
Speaking of lagging products, you yourself mention Palomino's long delay before it was introduced as the Athlon XP. As for Pentium 4, I don't think it's lagging. Most people were expecting a volume release this quarter, yet Intel said it would be next quarter, but they also said they would begin shipments this quarter. That almost certainly points to a high volume launch. As Tony has mentioned multiple times, it's a game of leap frog, and you'd be silly to think that Intel has nothing in the pipeline until Pentium 5 (which I'm guessing you assume won't arrive for several years).
Processor development is going on at both companies, to be sure. However, it's pretty evident when Jerry mentioned the top three initiatives at AMD as being 1) Hammer, 2) Hammer, and 3) Hammer, that AMD has little else in their product lineup to allow for a backup. Additionally, providing a single solution for all markets has always been risky. AMD wasn't able to get a K7 into laptops until the fourth generation of the design. How easy will Hammer be able to proliferate itself with the more expensive, lower yield SOI process? While it will probably buy higher performance, SOI has its down sides, too.
Yet beyond individual performance metrics, Intel has shown themselves to be the dominate choice, even when lagging in this area. It's more about OEM relationships, advertising, marketing, and contacts. And this is besides manufacturing, which AMD will continue to lag behind.
Of course, the way you put it, AMD can't lose, but you are clearly forgetting a good many valid points, and this is something in common with a lot of people on this thread. You think that everything being equal, Intel has been dragged down to profitability levels not seen in more than a decade. You think that this is all due to AMD, without other outside factors. I am not presuming this; it's pretty obvious after listening to your arguments. You think that they've hit the bottom, and a single product will pull them out. You are expecting another CPU as popular as the K7. You expect the market to instantly warm up to the idea of AMD as a dominate player.
The only problem is that all things are not equal. AMD is hurting financially, and that will hurt them later on. As far as Intel has fallen, they are still posting profitable quarters, and they still have a lot of fat to trim before they have to get desperate. AMD has already been desperate, has sold off previously profitable businesses, only to lean up their CPU business in one last attempt to conquer their competitor.
This isn't the behavior of a reasonable management, but rather the behavior of someone looking for revenge. We all know that Jerry has made Intel to look like the Fascist Evil Entity, the Sumo Wrestler, the Pigs, cutting off the Air Supply, and Strong-arming the Competition. Jerry has created his own cheer-leading squad, and all it's gaining him is some hard-core fanatics that can evangelize his own ideals. It's pretty interesting, but hardly something to put money on.
I don't blame you for having a bone to pick with Paul. However, I have a big problem with you trying to get him removed. Most of Paul's harsh responses are usually in response to people with diametrically opposing responses. In other words, when Niceguy or Dan3 or others make a harsh statement about Intel's financial state, you lap it up, and probably have a good laugh. In some cases, you might believe it. When Paul does the same, you ostracise him. That's not fair or just, and it makes you as bad as you're making him out to be.
This forum comes with the option to ignore others, and that has to be enough for some people. I don't agree with going around and eliminating people from the thread, just because they have unpopular opinions. You know that there are plenty of other people like Paul, but the only difference is that they are pro-AMD. Just think about it. Removing other people is only going to hurt the content of the forum by making all the opinions one-sided. When it comes down to that, why bother having a discussion forum in the first place?
wanna_bmw |
