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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 213.90+0.2%10:15 AM EST
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To: Mani1 who started this subject1/25/2002 3:41:45 PM
From: andreas_wonischRead Replies (6) of 275872
 
Hammer Gets Hammered

overclockers.com

As usual Ed from Overclockers.com makes some very good points:

This is pretty bad news for AMD, easily the worst it has had the last couple years. Just by the time Hammer will start to get going, Intel will have the ability to match its major selling point any time it feels like it. When it's even, AMD doesn't win.

Hammer will still retain some advantages over a converted PIV, but they will be relatively no more than they have right now. That will mean AMD won't be playing David. They'll probably hold their own, but that's about it.

AMD has to pray that Intel has another Rambus-like fit of multi-year extended stupidity which lasts so long that they become Pepsi to Intel's Coke in the meantime. It could happen, but I don't think Intel is going to be quite that stupid. They'll get to the x86-64 party late, but not too late.

I have to agree with most of it. I don't know why so many people are seeing this as good news for AMD... It's similar to the Rambus story. Just imagine where AMD were today if Intel had insisted on using only Rambus memory for the forseeable future. (Keep in mind that Rambus prices are so low right now because there isn't any demand for it; the opposite lead to increasing DDR prices after the i845D introduction) IMO it's Intel great strength that they never put ideology above profits (as JS likes to do).

Andreas
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