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Politics : Formerly About Advanced Micro Devices

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To: Tenchusatsu who wrote (42431)	12/1/1998 2:24:00 PM
From: Maxwell	Read Replies (5) of 1573425

Tenchusatsu: <<1) Getting to 0.18 micron process first>> As if Intel is the only one to know how to get to 0.18um. Nonsense. It will be awhile before Intel can covert all 4 fabs to 0.18um. Like I said Intel is like an oil tanker. It takes a mile to make a wide turn. <<2) Possessing KNI which will be superior to 3D-Now>> How do you know KNI is superior to 3DNOW? Have you seen the full potential of 3DNOW yet? Eventually the limitation will be the memory bus and K7 got a 200MHz bus without using RDRAM. << 3) Possessing advantages in sheer production volume>> Yeah with twice the die size of PII compared to K6-2, 2 fabs of INTC is equivalent to 1 AMD fab. Next year AMD will have 2 to match 4 INTC fabs. Till Intel goes for local interconnect Intel will never achieve the density as AMD. <<4) The option to raise the Celeron mark without much warning>> Everytime Intel does this AMD without warning introducing 2 speed grades higher than CeleronA. Can't wait till AMD fire the 433MHz and 450MHz up then the 466MHz and 500MHz. K7? That is another story. <<5) Willamette (and maybe Deerfield in the very far future)>> Can't wait till the Willamette in 2nd half of year 2000. Hopefully it is Y2K compatible. But first I suggest Intel to hire Elmer to assist the Intel speaker to flip the foils at next MF. That will be a good start. <<6) No debt>> Without incentives to innovate INTC is buying all their shares back to bail out the executives who want to sell their shares. <<7) A proven record for reliability and availability (what, no AMD servers out there?)>> Just what I predicted. This must be your best shot. Remember that Intel was at one time in AMD situation with no experience in server. To succeed in this business you got to have the technical expertise, big boys to back you up, and the will to succeed. AMD got all those elements. ____________________________________________________________________ What has happen to you Ten? You used to be somewhat objective. These days you seem paranoid. Maxwell

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