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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Charles R who wrote (62199)	6/17/1999 6:22:00 PM
From: Process Boy	Respond to of 1571800

Charles - Thanks. EOM.

To: Charles R who wrote (62199)	6/18/1999 12:16:00 AM
From: Charles R	Read Replies (1) \| Respond to of 1571800

Random thoughts: I am amazed by the marketing machine at Intel. Look at the spin on things coming out - it can be summarized in one phrase "minor issue". I expect to see a lot more of this and reasons why the slip is not an issue - with a good measure of Y2K concerns thrown into the mix. Security analysts are easier targets given their tendency to believe the invincibility of Intel. AMD marketing guys have a challenge on their hands and should have fun dancing around the Y2K fud. Folks on this thread, I am sure, remember that AMD got killed in Q1 for approximately 2 month slip in ramping processor speed grades - very similar to the slip that Intel is talking about. That one was pretty close to a disaster because of the competitive intensity from Intel. Let's see how Intel manages through this round. To date, Intel has never acknowledged that it has competition. And they were kind of right, they were always ahead of the competition and the competition had almost no margin for error. Everytime the competition made one small mistake they were blown out of water. Intel was invincible. Well, we have reached a stage where it doesn't look like Intel has much margin for error either. Now, either Intel can either acknowledge the competition and prepare stockholders for potential risk going forward or face the risk of lawsuits should something seriously go wrong. If they acknowledge the competition then they legitimize AMD and the veil of invincibility will disappear. Catch-22? Let's see. Does anyone know if PIII can support 1/3 multiplier for cache? I am wondering if we will see a PIII-666 with 1/3 speed cache - such a configuration would probably perform no better than PIII-600 but I wouldn't put it past Intel's marketing folks.