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Technology Stocks : Intel Corporation (INTC)
INTC 37.82-4.3%3:59 PM EST

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To: Kashish King who wrote (14297)3/16/1997 2:16:00 AM
From: Alex Balazs   of 186894
 
This is all I can take...normally I just read these posts normally, but this time you're ignorance has gone too far...As far as I can see you know absolutly nothing about AMD or it's product line...allow me to respond to your claims.

>Rod wrote:
> 1. How many years before they have a competitive >notebook?
> 2. How many years before they have competitive floating >point?
> 3. How many years before they have built-in >multiprocessor support?
> 4. How many years before they break through the 200 Mhz >barrier?
> 5. How many billions in debt will they be if any of that >ever happens?
>
> BTW, they aren't happy about me pointing this stuff out >because I have
> received several angry e-mail messages from AMD >employees. This MMX
> pinch they put themselves in must really be hurting >them. They either
> wanted the lawsuit or they aren't very bright, you make >the call.

Allow me to respond:

1. Their CPU runs at 3.3v and comsumes only 7W of power, that means it runs COOLER than any comparible performing Intel processor, so your answer is they will be used in notebooks a hell of a lot sooner than an Intel chip.

2. Competitive floating point, while this remains to be seen, their specs show that most math functions complete in only 1 cycle, this makes it VERY competitive as far as I'm concerned (I will not speculate as to whether or not it is going to be faster since I have not seen it yet)

3. Multi-processor support is built in! It is completely compliant with the OpenPIC specification for Multi-processor systems...the thing about this is that it is actually more of an industry standard than intel since you've got both Cyrix and AMD following it (granted not the motherboard makers). Now it has not been taken advantage of with the regular intel-biased chipsets, but now that AMD has begun releasing chipsets I'm sure it wont be long before we see a Chipset with OpenPIC multi-CPU support.

4. They will break the 200Mhz barrier in June, at least that is what the pricelist published in the 4/97 issue of C't has stated. I can't say for sure that AMD will deliver, but somehow I dont think they would tell a magazine it will only be a few months if they actually thought it would take a few years.

5. Who knows, but when you've got a product that uses a much smaller die (which by the way means lower cost and usually higher yield), and sells for only 25% less than the competitions processor, they wont be many billions in debt, they'll be billions in the black.

BTW In response to those messages from AMD employees you've gotten. I wouldn't be happy if someone were posting lies about a product I worked on. Especially if those lies were simply a last-ditch attempt to get investors scarred.

The investor who bought AMD on his first Investment ever,
Alex
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