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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 205.93-0.1%3:23 PM EST
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To: Monica Detwiler who wrote (66371)12/27/2001 1:47:09 PM
From: Dan3Read Replies (1) of 275872
 
Re: Fyodor: You accept the lies and fabrications of Dan3

Are you nuts? Look at some of his posts to me.

By the way, let's look at some of my "lies" that you thought were so wrong.

I claimed:

Rambus would be a disaster for Intel, and they'd have to go to DDR.

Copper at Dresden would be a success for AMD.

This past year would be bad for both companies because there would be a brutal price war.

That Intel would have trouble ramping P4 until .13 because it was too big and yields would be insufficient.

That using names indicative of performance for chips instead of the nominal clock speed would be hugely beneficial to AMD (just about everyone jeered at me on that one, even a lot of AMD longs - now look at what AMD's 1.5GHZ chips sell for vs. Intel's 1.5GHZ chips).

That SOI was crucial going forward, and that Intel would have to follow AMD. (just as they did with copper and DDR).

Am I perfect?

I missed how willing OEMs would be to bow to Intel's demands that they exclude AMD parts in their corporate lines.

I missed that corporate buyers would be so gullible that they'd continue paying very high prices for PIII long after its performance was eclipsed by Athlon and all but matched by Celeron and Duron.

I missed that AMD wouldn't be satisfied with the first design for the Hammers, which apparently was a very high IPC design and would have been difficult to market. It may or may not have even worked. So what was "hammer" was never produced and a moderately different design of the same name will appear about a year later than expected.
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