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

To: steve harris who wrote (74229)	10/6/1999 11:00:00 AM
From: Burt Masnick	Read Replies (1) \| Respond to of 1573430

Steve - A couple of facts to ponder. AMD designed and built a good microprocessor, but unfortunately for them a large die microprocessor. That largeness will be a problem until they are in production (millions/quarter) in .18 (copper or no). (Yeah, I know there are rumors of "sensational yields", but I would take that with a ton of salt). AMD has some heavy luggage to shove out of the way. They have a history and it has pissed off and frightened off several high volume boxmakers who must, because of their business models, rely on on-time shipments with no glitches. Neither AMD nor Intel is populated with large numbers of dumbells at their respective helms or in key decision-making roles. Each has talented folks who are trying to mazimize the prospects and business opportunities for their respective companies. Each has had snafus because what each is trying to do is very difficult and the smallest detail handled poorly can derail an entire product (at least for a few months). Intel has had several snafus and AMD has had several snafus. Each will adjust its processes to minimize/eliminate those types of snafus from reappearing. In my view, faced with a fundamentally failed plan, AMD decided on the Athlon-K8 approaches. They have made the best of a hideous situation (so far) and for that they deserve credit. They have several mountains to climb and some of those mountains are steep. Intel has had its own problems (multiple and all homegrown) and they will have to execute far better to meet their own, their customers and their stockholders expectations. If I were an AMD fan, I would wait before dancing in a victory parade. It may come to pass, but it will be six months to a year before the picture is clear. As an Intel fan, I am appalled at their snafus, but it's a nine inning game, in the top of the second. Batter up. Regards, Burt