Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: ajbrenner who wrote (40550)	11/1/1998 12:13:00 PM
From: Elmer	Read Replies (3) of 1573690

Re: "Joey, the party is over for Intel. Now that the OEM's have had a taste of real choice and real competition in the CPU market they will NEVER allow themselves to be held hostage to a single supplier again." That's not the whole story. Intel will lower prices and keep AMD's profits so low that AMD will not be able to do the R&D needed to keep up. Huge debt looms on the horizon and if there is no significant profit how will it get paid? AMD spent $100 million last quarter to post a $1 million profit. That's using your face to beatup your enemy's fist. Sure your customers love it, who wouldn't? AMD's current products run on an antiquated bus which has no future. The future products are severely compromised by design concessions due to lack of confidence in their ability to yield with large die. The P2P bus is of very questionable benefit while adding significantly to cost. A new non standard bus architecture for vendors to support. Katmai extensions will become the standard and AMD will be outside looking in the window with a non standard bus and non standard instruction set. There's a new party about to start and AMD hasn't been invited. EP

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