Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Tenchusatsu who wrote (67871)	8/6/1999 8:44:00 PM
From: Charles R	Read Replies (2) \| Respond to of 1586200

Tenchusatsu, <I don't know what's going on for real, but let's assume for the moment that what Intel said is the truth. Obviously there will be some OEM's who feel like they just got shafted because they were better able to handle several separate product transitions instead of the single splash that the other OEM's wanted. These OEM's will no doubt be the ones running to the press and spreading the rumors that Intel is covering up their own mistakes. And of course they would be speaking anonymously.> Are you naive enough to believe that Intel will risk Christmas sales (per Intel's own admission if you care to go back and check my postings from yesterday) to please some OEMs who not nimble enough to support phased introduction? <In any case, if Intel is guilty of making up "pathetic stories," then it's pretty notable that some AMD supporters are pointing out the speck in Intel's eye while ignoring the plank in AMD's eye. For AMD, it's business as usual, but for Intel, it's front-page headlines.> AMD before Athlon is clearly a second rate performer. And Jerry has a track record of over commiting and under-delivering. People expect a lot more out of Intel than from AMD and their respective valuations reflect that. And, if you care to look into the future, you may have confused who has a plank in their eyes and who has a speck. You are an engineer Tenchusatsu, you should know better. If you don't have the background to make that call, you might want to get hold of a few Wilamette guys and see what they think. <<In case you haven't noticed, even the PIII-600 story is somewhat similar.> No, I haven't noticed. I just ordered one myself for a NT workstation that I'll be building for a friend. It should be arriving next week. > If you haven't noticed the difference between a typical Intel Microprocessor launch and the current PIII-600 launch then either you are too green about Intel launches or you aren't keeping up with what is happening in the market. <Too bad people building custom Athlon-based workstations may have to wait at least another month before processors and motherboards are available, and even longer if they care about stability.> This kind of FUD should be coming from marketing guys and not engineers. Industry sources will tell you AMD is yielding north of 700MHz today without problems. If anything there are unconfirmed rumors about temperature problems about PIII-600s. AMD problems today seem to be external (can't get enough motherboards) and Intel's problem seem to be internal (having problem keeping up with on performance and MHz basis with what AMD has got) Chuck

To: Tenchusatsu who wrote (67871)	8/7/1999 5:10:00 PM
From: Cirruslvr	Respond to of 1586200

Tench - RE: "For AMD, it's business as usual, but for Intel, it's front-page headlines." People usually don't compare Intel's and AMD's business practices for a reason...