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

To: Goutam who wrote (87439)	1/15/2000 8:24:00 PM
From: Elmer	Respond to of 1572446

Re: "Now we are seeing a new set of broken records being played on this thread repeatedly about Willamett(spelling?), Itanium, Coppermine superiority, Coppermine keeping up with Athlon clock speeds, etc. I wonder how many of these broken records will disappear quietly by the end of this year. I also wonder what new ones would appear on this thread to take place of the vanished ones." You made some good points but you left out a lot too. Remember how Athlon was going to blow away anything Intel could ever hope to achieve with a P6 generation processor? Remember how Athlon was a "true 7th generation processor"? Remember how Athlon was going to be the fastest x86 processor in the universe? Remember how CuMine couldn't possibly come close to Athlon MHz wise? Remember how Athlon was going to be able to use the same MB as an Alpha? Remember how Athlon was going to be SMP capable? Remember how Athlon was going to have full speed L2 cache? Remember the K63 was going to be a killer part? All those proved false as well. EP

To: Goutam who wrote (87439)	1/15/2000 8:57:00 PM
From: niceguy767	Read Replies (1) \| Respond to of 1572446

Hi goutama: Looks to me like a major and startling role reversal has occurred in 1999... Of course, there are those here who will continue to extrapolate on Intel's accomplishments prior to the introduction of our "spry Athy" just 6 months ago just as they continue to cite AMD's history, prior to the Athlon, even though neither is nearly as relevant in arriving at a determination of equity price as is an estimate of "present value of future income". The "here and now" present value of the "spry Athy" cannot be overstated as there is much headroom left for further speed grade enhancements...It looks to me like the present value of the "some-time-in-the-future" PWeeIII 800 based a upon a tired and fatigued architecture, if Q4 problems in bringing the PWeeIII to market are any indicator, is more than factored into Outel's current price! AMD has closed the significant speed grade gap in just 6 months. In another 6 months, at current rates, Outel may find themselves in a position not dissimilar to AMD's before the Athlon...that being, several speed grades behind...Yes, it does seem a new order is in place as we begin the year 2000!

To: Goutam who wrote (87439)	1/16/2000 12:46:00 AM
From: Bill Jackson	Read Replies (1) \| Respond to of 1572446

Goutama, Intel has been in catch up mode ever since the Athlon was revealed. In one fell swoop AMD leaped to parity and beyond in CPU capability. AMD is still small compared to Intel though. At Intel there was a frantic scramble to advanced schedules to try to get/stay ahead, and still they failed, and parts that heretofore would have been developed to a trouble free mature release sprang out the door unfledged to fall to their doom, taking the hopes of a number of clients with them. Remember one swallow does not make a spring, nor does the release of a few CPUs constitute a volume release. We have seen how this "release" in name only by Intel left GTW and Dell among many with no parts. Where's the parts? is the cry. Of course AMD is biting Intels ankles, and gets higher and higher. Intel sleeps not, nor does AMD. A carefully planned rollout of Athlons and derivatives is under way and no part is released before it's time by AMD. WHen they say they have it there are enough for their users to meet their schedules with. We see comments about 1.2Gig AThlons with air cooling at certain OEMs? is this true? or are they needling Intel via close OEM friends in hopes of making them blunder again with the thought of a 1.2G Athlon coming out soon. Now we have better Athlons with FS cache coming quickly and the VIA chipset. I am quite eager to see some benchmarks on the new via Mobos. Bill