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Politics : Formerly About Advanced Micro Devices

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To: Profits who wrote (28112)1/26/1998 12:29:00 AM
From: Paul Engel  Read Replies (1) of 1572371
 
Profits - Re: "Things will change with the introduction of their new FPGA line."

Many on this thread voiced nearly identical thoughts at this time last year to the effect that "Things will change now that AMD has the K6".

Well, did they?

AMD has Intel to fight in Microprocessors.

AMD has BOTH Xilinx and Altera to fight in FPGA/Programmable logic.

AMD will have severe problems making a dent in that area - very severe. The custom design problems, the software support issues, etc make this a more difficult game than making/selling socket compatible chips with millions and millions of "identical sockets" available.

As you noted, AMD at one time owned 20% of Xilinx. They should have kept that investment and exited the PLD business - they would be further ahead today.

Re: "You're knit-picking here."

Hey - you began this by nit-picking Yousef's estimates of AMD's evaluation. Why are you so superior? You deem yourself the only one with relevant information on this topic?

Paul
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