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

To: Kevin K. Spurway who wrote (91495)	2/4/2000 9:48:00 AM
From: steve harris	Read Replies (5) \| Respond to of 1576768

Kevin, Yields are great, ramp is fine! Got this from FactFirst on the yahoo AMD thread. Keep in mind, DELL has never had any problems with ntel. Rambust and double power-on problems, not to mention >30 days for a P3-800 from ntel. Sounds like he is trying to slam Gateway, HP, Compaq, IBM, and the other Athlon distributers. Wonder what DELL thinks about the new Willy McKinley chips from HP coming out? What a maroon! zdnet.co.uk Fri, 04 Feb 2000 10:05:29 GMT Richard Barry In the past Dell has said AMD's inability to deliver the goods was the problem, but incompatibility is the main concern, ZDNet Editor, Richard Barry, reports Dell, the world's leading PC manufacturer, finally ended the debate regarding its choice of microprocessors Thursday when CEO, Michael Dell, outlined his concerns over AMD's microprocessors. In an interview held in London, Dell told ZDNet UK News that although AMD was making good progress with its processor range, the technology it offered "was too fragile" for Dell customers. Asked if by 'too fragile' he meant there were incompatibility issues with AMD architecture Dell said, "Yes, and that's vital." Describing some of his customers as being at the "lunatic fringe" of computer use -- those users who are happy to remove and replace peripherals such as sound or video cards -- Dell said: "We found the AMD environment to be much more fragile... than equivalent Intel systems." He went on, "These are system issues that underlie the integrity of our own brand." The comments are damaging to AMD which has invested much time and effort in building up the Athlon brand. But Dell did not stop there. Fielding questions about his company's long term allegiance to Intel, he went on, "I don't give a whatever about whose chip I use... what matters to us is that we deliver to our customers something that is reliable and it's not just the processor. The chipset is just as important and that needs to be addressed (by AMD)." AMD is preparing a response to Dell's comments. That response, plus analyst and industry reaction will be posted before 2pm today on ZDNet UK News.

To: Kevin K. Spurway who wrote (91495)	2/4/2000 10:28:00 AM
From: Bill Jackson	Respond to of 1576768

Kevin, I wonder how many people will wait for Intel's product and pay extra for it? In the past they paid more for a faster machine....hand in glove...Intel faster and costs more. Now they are seeing systems that differ only in the CPU(ignore the mobo difference) with a lower AMD price!! and they are buying them. When the new steppings arrive and they solve the flip chip problems Intel will be able to supply enough to alleviate the shortage far more easily because their share will be so much lower they will need fewer fabs. 6% share change = 1 fab? more or less, and then there is the smaller die size? Well this year is the time for AMD to gain share with flawless execution and use that $ as a stepping stone to bigger and better things. One thing is sure AMD needs to get flip chip tech on line ASAP as that $30 saving will loom large in 2001. Bill