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

To: Process Boy who wrote (72408)	9/20/1999 12:10:00 AM
From: Charles R	Read Replies (1) \| Respond to of 1572942

PB, <I don't know how well the release with .25 PIII is going, as I am getting conflicting reports as to how well this release "looks". If customers are waiting for Cumine before committing to Camino, I could understand that, and I do not foresee any problems on that front.> Dell is rumored to be having Camino motherboard problems and I am rather pleasantly surprised that no one has spammed the Intel thread on this problem of unknown consequence. Dell, when in tune, can deliver a lot for Intel. Right now, they are clearly gambling Christmas build on an unproven platform. I am looking forward to see to what extent they can deliver on Camino/CuMine for Q4. Chuck

To: Process Boy who wrote (72408)	9/20/1999 12:26:00 AM
From: Dan3	Read Replies (3) \| Respond to of 1572942

Re: I in no way concede Intel's leadership... The real issue may not lie in CPU technology leadership. The 800MHZ part has already been demoed. It can't be considered too big a secret anymore, can it? 133.33 x 6 is such a nice even number... But 800 looks to be coming from AMD in the same time frame. I think a MHZ tie after Intel has done its best would be pretty good news for AMD, since given their limited resources it was expected by no one - and will let AMD make some money in Q4. Under normal circumstances a tie wouldn't be enough to let AMD quickly break into the high end market. But the key is that AMD doesn't need to wrestle with the Rambus issue. How will it be handled? If rambus isn't pushed upon its release, it will look very bad, and may keep it permanently out of the running as a replacement memory technology - blowing a strategy years in the planning that cost Intel Billions. If rambus is pushed, then no one will want to buy Coppermine without it, and Intel is limited to AMD Athlon Q3 level volume while AMD is allowed to establish itself solidly as a high end alternative. With the possibility that AMD could start shipping from Dresden as early as Q1 of 00, Q4 of 99 is not a good time for Intel to let AMD become established in the high end. It's not good from Intel's perspective to allow Dresden to hit the ground running, with a ready market prepared to accept its output. It seems like a classic management school exercise - what should Intel do? Dan