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

To: niceguy767 who wrote (87646)	1/17/2000 8:07:00 AM
From: Process Boy	Read Replies (1) \| Respond to of 1578511

niceguy - <1.PWeeIII 733 repeated and incredibly expensive (in terms of both dollars and tarnished image)recalls over the past 3 months.> Message 12575346 <. PWeeIII 800 announcement without availability...a significant and negative departure from pre-Athlon marketing tactics.> I bet you can go into just about any CompUSA or Fry's across the USA, and find either HP or Compaq PIII 800's ready for carry out. Gateway will get them to you in a week also. Where are the Athlon 800's sku's? This is a rhetorical question. I know they are coming. Intel's position is just not as bad as your FUD makes it out to be. PB

To: niceguy767 who wrote (87646)	1/17/2000 2:56:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 1578511

SpryGuy - Re: " .PWeeIII 733 repeated and incredibly expensive (in terms of both dollars and tarnished image)recalls over the past 3 months." What recalls ? Intel had a minor glitch on early ones and issued a work around. How many MOTHERBOARDS with AThWIPERs were recalled by FIC and AMD ? How many Compaq customers are sitting home with new Christmas AthWIPERs that won't boot properly ? Re: "PWeeIII 800 announcement without availability...a significant and negative departure from pre-Athlon marketing tactics." It's a NEW WORLD - and Intel is playing by new rules - the same one's AMD plays by. And, there are plenty of 800 MHz HP 9690 PCs for sale here in Silicon Valley - at Fry's ! Re: "Paul, do you really believe that on Dec.31, 2000, the percentage gain in Outel's shares (currently $103)from today's price will be greater than the percentage gain in AMD's shares (currently $40)? I don't!" Percentage wise ? That's a tough call. AMD has often done well over short periods of time. And, any profit from AMD represents an INFINITE IMPROVEMENT in "profits" - whereas poor old Intel is saddled with a string of $2,000,000,000 +/- quarterly PROFITS over the past several years. It IS difficult for Intel to DOUBLE its profits - that is why Intel is expanding into new areas - areas that AMD is EXITING or has no thoughts of going ! Re: "Outel may be doing very well outside the microprocessor marketplace (not really an interest of mine), but clearly, in a relative sense, their dominant positon in the midroprocessor market is currently under siege by the "spry Athy". " Are you referring to AMD's massive success in the workstation a d Server markets ? One company - Pie-inthesky-onex announces a souped up PC as a server and you announce a major DEFEAT for Intel ! Better do some homework, SpryGuy - AMD's 48 WATTS of power dissipation - with JACKED UP VOLTAGES - is going to keep most Server and Workstation from even considering AthWIPERs in their systems ! Paul