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

To: Cirruslvr who wrote (76849)	10/25/1999 2:46:00 PM
From: Charles R	Read Replies (1) \| Respond to of 1572946

Thread, Here is my take on today so far: This is the best laptop launch Intel has done in recent history - The laptop scene in the near term will be pretty much wrapped-up by Intel - With CuMine performance and power consumption and cost, the K6 family doesn't stand a chance except at the very low end - Until Athlon laptop parts debut Intel is in the driver seat - after that there is a good chance that Intel may have a power advantage This is the lousiest desktop launch Intel has done to date for the following reasons: - The largest OEM in the US, and an Intel darling, Dell is releasing only 700 MHz systems - Gateway may be the only OEM with shipping 733 desktops - that too with VIA chipset - A very weak distribution launch: No parts or motherboards on Pricewatch yet - The press so far has been pretty tepid (usually the context is that Intel had caught up to AMD) - Stock price is sagging on the day of the biggest product launch ever in the company's history - Intel has not launched a 750 MHz part to compensate for the problems with the 133 FSB platform - A reputed European trade rag is indicating that even the second place specmarks may be invalid - Plenty of rumors on low volumes for 733s - Most of the reviewers got CuMines with a 820 platform which is not shipping - Intel's own benchmarks are based on 840 platform which is clearly not for the mainstream desktop. That Intel had to resort to this is not a sign of strength This is the lousiest server launch Intel has done to date - 256k cache => CuMine=Xeon - this ain't strength - this is desperation - One of the major customer, IBM is making fun of this part, saying that there is no advantage to using this part I think the story so far shows that Intel's first-rate state-of-the-art 0.18u process may help Intel barely keep pace with second-rate hybrid 0.25 process from AMD. So much for CuMine scaling - I understand that PB is Intel loyalist and will support the party line but the burden of proof seems to be overwhelmingly in Intel/PB's court. In summary, a month after AMD launched the 700 speed grade, Intel has - come back with a respectable second place entry for the desktop market - killer entry for the laptop market - a complete yawner for the server market Isn't is funny how things have changed - AMD is shipping 750s but has not launched them yet. Intel has launched 733s and there are all kinds of rumors on how unavailable they are. For doubters, I found a quote in Dan Niles research (10/7) report with a take on what AMD is shipping. On 10/7, with no fudging of words, Niles says - "AMD is selling 750MHz Athlons". As some of the people on this thread like to say: Intel has pulled an AMD Chuck P.S.: All in all, I think this was a good day for AMD longs. No negative surprises. P.P.S.: Rumors are that most OEMs are going to VIA for 133FSB, if true, this could be a real bad deal for RMBS - may be that's why the drop in the stock price today

To: Cirruslvr who wrote (76849)	10/25/1999 2:54:00 PM
From: Elmer	Read Replies (1) \| Respond to of 1572946

Re: "At the official website, they used the Microstar MB." And that score was lower than what AMD claims on their website using the unavailable motherboard. Furthermore there are no official SPEC scores for the 700MHz posted at SPEC. Considering that AMD's website only has unofficial scores for the other benchmarks, due again to the MIA-motherboard issue, and AMD still loses to CuMine (except for the benchmark where AMD was caught cheating), how much more do they lose by when using an "official" motherboard? EP