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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Michael Bakunin who wrote (99369)	2/17/2000 1:17:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Michael, >Given their business model (black boxes), AMD appears the likely winner due to margin considerations. 1. There is not that much difference in price between Intel and AMD CPUs. Other reasons I don't think so: 2. AMD doesn't have any offerings > 1 CPU, at least in SMP configuration. 2 way to 4 way SMP and up are the preferred CPU configs for servers. 3. AMD always has the compatibility bugaboo, since only one fifth to one tenth as many of their chips are exposed to all the applications in the world that might expose a bug. 4. Maybe most important, AMD does not publish their errata for OEMs to get a head start with workarounds on new products. Intel does. So, you are more likely to get blindsided using AMD. 5. Reliability. No-one can touch Intel except IBM. Reliability means MTBF, means less crashes. Disclosure: I own some Intel stock. Tony