SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 203.14-0.8%Jan 9 9:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: andreas_wonisch who wrote (68923)1/25/2002 11:35:42 PM
From: hmalyRead Replies (1) of 275872
 
Andreas Re...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.........

How will they be even. P4 just matches the current T-bird. The Hammer not only will have 86-64, but 2 cores, and memory controller on chip as well as HT busses. Plus, by the time the P4 comes out, everybody will know Intel just copies Hammer because Intel was desperate. In other words, Intel will have lost the technology lead Intel needs to command premiums for their chips.

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.<<<<<

But if Intel is forced to drop the IA-64 in favor of 86-64 and copy AMD, Intel will be replaying the Rambus fiasco. What makes you think it won't hurt Intel and help AMD just as Rambus did.

IMO it's Intel great strength that they never put ideology above profits <<<<<<<<

I just don't consider it a great strength, that Intel puts profits above all else. The customer should always be first and foremost. Profit will come as a result of that, not vice versa.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News