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

To: Petz who wrote (85838)	1/7/2000 4:16:00 PM
From: tejek	Respond to of 1572749

BTW, I wouldn't blow off Mani like that. He's one of the best on this thread. Petz, let me second that..and Mani, you came on a lot stronger than you normally do for whatever that's worth. ted

To: Petz who wrote (85838)	1/7/2000 4:24:00 PM
From: Greater Fool	Read Replies (2) \| Respond to of 1572749

>>Coppermine with 128K cache The Celerons already include 128K onboard cache, no? >>The MDR estimates don't include the fixed costs, mostly fab equipment depreciation, overhead and marketing. I'm pretty sure the MDR estimates do include fab equipment depreciation (a large percentage of the die cost), but you're right that as "production costs" they definitely don't include "overhead and marketing". >>He's one of the best on this thread A sad commentary on this thread. Mr. Ahmadi certainly does not write like a valued contributor. Speaking of raising ideas: I have noticed that microprocessor folks seem to be downright myopic, focusing on MHz and performance while missing the greater trends. This reflects the microprocessor's recent history in which the performance so far lagged people's needs that every increment of performance was cherished. However, in part with competition from AMD, performance has gained incredibly in the last few years, so now it seems odd to me for AMD to be announcing 800 MHz Athlons when I am writing this using a 200 MHz K6. For example, bandwidth to the Internet is one of the big limiting factors in PC usage these days. An important macro trend is thus the evolution of that bandwidth. My recent questions about processor-independent applications point to another trend: might not the relevance of microprocessors be declining rapidly in the near future? The microeconomic situation of microprocessor production capacity is another macro trend that I've heard discussed just once by a senior executive in the microprocessor industry. I don't know if they're ignoring it or they know something I don't.