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

To: eplace who wrote (94003)	2/18/2000 7:40:00 AM
From: niceguy767	Read Replies (1) \| Respond to of 1575193

eplace: My sentiments precisely! AMD, with its Athlon, has in place the infrastructure for CONTINUOUS evolution of microprocessors that can be produced in meaningful quantities with great bin splits for the foreseeable future. Current evidence supporting this "infrastructure for CONTINUOUS evolution of microprocessors:" is twofold: (1) the ease in moving up the MHz gradient from 500 MHz to 850 MHz. (2) the ease in supplying retail with sufficient quantity of 850 MHz processors. On the other hand, Intel with its "worn and fatigued" PWeeIII architecture banging its head against the MHz ceiling at 700 MHz, as evidenced by the paucity of 700 MHz or greater PWeeIII processors, has found its hitherto CONTINUOUS evolution of PWeeIII processors in its waning stages of competitiveness...The Intel microprocessor infrastructure at 800 MHz (maybe 700MHz) has become DISCONTINUOUS dictating the need to create "a radical vehicle of hope" in the minds of its devotees. Hence, the WeeWilly marketing ploy...a fairly transparent marketing attempt to stave off the devotee dogs nipping at management heels owing to the PWeeIII fiasco that has consumed Intel resouces for at least the last 5 months. The real point to be made here is, that AMD has a CONTINUOUS infrastructure firmly in place with its Athlon, and appears well positioned to feed the microprocessor market for the foreseeable future. Intel, on the other hand, is faced with the problems (financial, production, marketing and morale)associated with a DISCONTINUOUS infrastructure, and as a result, could be stumbling in their attemps to feed the microprocessor market for the foreseeable future, until such time as a new CONTINUOUS infrastructure (i.e the WeeWilly(?)(?)(?))can be put in place, and that is unlikely to happen in Y2000 or for that matter anytime soon if the recent "Tom's Hardware" article citing "the cracks in the microprocessor castle at Intel" reflects reality in any meaningful way!

To: eplace who wrote (94003)	2/18/2000 11:47:00 AM
From: Daniel Schuh	Read Replies (2) \| Respond to of 1575193

eplace, I got to agree, though you left out PB. I've read a lot of stuff about the IDF, just out of personal interest, and the level of detail is, uh, strangely lacking. But we got Elmer and PB, apparently Intel employees, spending endless time here elaborating on that strangely lacking detail with vague hints about what's "really" going on. What's really going on, as near as anybody can tell, is that Intel's still got a problem shipping .8ghz cumines, though there may be some .75ghz parts available Pricewatch at least has an entry for the .8 part now, though. What's really going on with Elmer, as near as I can tell, has to do mostly with FUD, not Fudd. 800mhz Pentium III listing from pricewatch.com: brook.pricewatch.com@ctd+3+AND+@contents+PENTIUM+AND+@contents+III+AND+@contents+800&catd=3&cn=Microprocessors+PC&cr=Microprocessors+PC+Pentium+III+800&n=33&CiCodePage=Windows-1252&a=2 Again a few places seem to have 750s now. brook.pricewatch.com@ctd+3+AND+@contents+PENTIUM+AND+@contents+III+AND+@contents+750&catd=3&cn=Microprocessors+PC&cr=Microprocessors+PC+Pentium+III+750&n=9&CiCodePage=Windows-1252&a=2 For comparison, Athlon 850 listings, ETA week of 2/28 they say: rook.pricewatch.com@ctd+3+AND+@contents+AMD+AND+@contents+ATHLON+AND+@contents+850+AND+@contents+3DNOW+AND+@contents+K7&catd=3&cn=Microprocessors+PC&cr=Microprocessors+PC+AMD+Athlon+850+3DNow+K7&n=40&CiCodePage=Windows-1252&a=2 Plus oodles and oodles of Athlon 800's: brook.pricewatch.com@ctd+3+AND+@contents+AMD+AND+@contents+ATHLON+AND+@contents+800+AND+@contents+3DNOW+AND+@contents+K7&catd=3&cn=Microprocessors+PC&cr=Microprocessors+PC+AMD+Athlon+800+3DNow+K7&n=37&CiCodePage=Windows-1252&a=2 The role reversal continues, good for AMD. And as I said elsewhere, I still fondly remember the old "Intel does not comment on unannounced products" line, too bad the definition of what constitutes an announcement has gotten pretty erratasized. Cheers, Dan.