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

To: Dan3 who wrote (83031)	12/15/1999 1:38:00 AM
From: Yougang Xiao	Read Replies (2) \| Respond to of 1571067

This guy is good: messages.yahoo.com AMD longs, this is easy money. by: JewishMoneyMan (46/M/Dollarsville) 12/15/1999 1:22 am EST Msg: 88159 of 88159 Intel is trying to make AMD tip its hand and, shoot its wad so to speak. Intel can't deliver what they've already announced, and now they are announcing 750s and 800s? All they want to do is to try to get AMD to announce and deliver 850s or 900s right now. This will devalue the AMD chips that are already out there. If this were to happen, Intel will still sell a lot of chips at lower speeds, but AMD would be making less margin than it should at the high end. I actually think Intel is trying to taunt Sanders into making a mistake, trying to play n his ego and goad him into premature action. I think Intel is that desperate. Intel thinks that if it can only hold AMD off until Willamette comes out, then control can be regained. They are doing whatever it takes to keep AMD stock price down, credibility down, and margins down without hurting Intel's weak margins any further. The recent price cuts on P3 were a joke. Just like the 750 and 800 MHz CPU announcements, they were "symbolic" (AKA "smoke screen"). Intel is just full of it (I mean the symbolism, of course) these days, isn't it? All I know is that you can't fool all of the people all of the time. Did you read how Intel is "not commenting" on the new product releases? So they start a rumor, and then fail to comment on it. Has anyone also noted that Linley Gwinnap (spelling?), who is usually totally anti-AMD and pro-Intel (as opposed to Michael Slater that leans towards AMD) is now starting to repeat the bad news about Intel CPU availability? And what about Kumar? I've never heard him say anything even approaching negative sounding about Intel until recently. At this point, he has stopped callling AMD names, and is telling us that Intel's CPU sales are definitely weak. This is unheard of. One of these days, the flood gates will burst, and Intel will plummet. They might take AMD down a few notches as well by saying that the demand was weak overall, etc. I plan on buying more AMD if it even touches 26 again. I don't think it will, but my buy order is already in. Shalom to AMD longs. JMM

To: Dan3 who wrote (83031)	12/15/1999 1:55:00 AM
From: Pravin Kamdar	Read Replies (2) \| Respond to of 1571067

Just a thought: I suspect that Intel will use the 750 and 800 Mhz announcement next Monday to help support the stock if they have an earnings warning on the same day. Pravin.

To: Dan3 who wrote (83031)	12/15/1999 2:02:00 AM
From: Paul Engel	Respond to of 1571067

ALibiDan - Re: ". So the initial EV7s chipsets may come out with Rambus, and that may or may not change later" This is INCREDIBLE INSIGHT you have demonstrated !!! How can you see the FUTURE so CLEARLY ??? "May come...may or may not change...." You are truly a genius with impeccable vision and powers to foretell the future. WoW !!! Simply amazing ! Paul

To: Dan3 who wrote (83031)	12/15/1999 4:40:00 AM
From: Tenchusatsu	Read Replies (1) \| Respond to of 1571067

Dan, <It may be that it will be changed. [EV7 and Rambus]> Haven't you learned ANYTHING on the RMBS thread? The reason why the EV7 will use Rambus is because of the high bandwidth-per-pin. That allows the Alpha EV7 to integrate four RDRAM controllers onto a processor core. Changing that to DDR is going to cost dearly in pins. That might be fine if you're IBM and willing to use exotic packaging for ultra low-volume products. Maybe even for Compaq/Digital. But that's definitely not something that I would imagine Samsung would be fond of. <but the EV7 chipset uses (as best as I can recall) 8 rambus channels, giving it the same data channel width as dual DDR channels.> No, the EV7 will have four RDRAM channels per processor, so a 4-way system will have 16 RDRAM channels. And that will have roughly the same effective bandwidth as 16 DDR channels (not peak, but it's well-known that DDR is less efficient than RDRAM at using bandwidth). <But the initial Itaniums will come out without Rambus for similar reasons (designed before Rambus), when for marketing reasons Intel might be better off if it were used, regardless of price/performance.> No, Dan, in reality Rambus isn't necessary for 460GX (Itanium chipset). Neither is DDR. Neither is PC133 for that matter. And you are wrong, it's not an issue of marketing. If anything, it's just a PR issue. Tenchusatsu