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

To: tejek who wrote (90663)	1/31/2000 8:34:00 PM
From: Dan3	Read Replies (3) \| Respond to of 1571061

Re: Intel "is now poised to demonstrate both its technology/manufacturing prowess... You know, at first this had me a little nervous. Then I started thinking about the last 9 months. First Rambus and Coppermine were going to come out in the spring and revolutionize the industry. The 810, 820, and 840 chipsets were going to knock everything else out of the market. - Rambus was late, buggy, horribly expensive and difficult to manufacture, and provided little, if any performance boost. - Coppermine came out late, has so far appeared hard to manufacture and hasn't scaled particularly well. - All of the 8XX chipsets have had stability problems, performance problems, and/or feature problems. None have done very well (so far), and Intel's share of the chipset market is dropping fast. Then Merced was suddenly working silicon on the first tapeout and about to revolutionize the industry. - But it's too hot, too slow, and may never be worth producing. Talk is that Mckinley will be out before Merced is a viable product. Now, like Merced (Itanium), Willamette is supposed to appear almost out of nowhere, zipping from tapeout to volume production in a few months and "revolutionize the industry". - Maybe, but AMD has been tweaking and tuning and testing at Dresden for over a year. Willamette may well be competitive with that, but I doubt it will overwhelm the Dresden Athlons. With an ASP of $100, AMD will turn into a magic profit machine. With an ASP of $100, Intel would become bankrupt. My money is on AMD as an investment, despite what Credit Suisse has said. Regards, Dan