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


To: Mani1 who wrote (95025)2/24/2000 6:53:00 PM
From: DRBES  Read Replies (4) | Respond to of 1575761
 
It appears to me, given my perspective of three or four years of following the two stocks (and, of course, the underlying companies) AMD and inteL, that the world is now turned upside down and backwards. It used to be that AMD was always ahead of inteL in the future but that when the future came they were lucky to just not be terribly behind. Jerry, much too anxious but entirely sincere in his efforts, would provide inteL what amounted to highly proprietary information by divulging to the press what were, at the time, hopes for performance of future releases. I have it based on some conversations with people who were with the company at the time that many of their R&D people were upset at how Sanders would prematurely tip their hand and give "a gift" to inteL by letting them know what the target was.

I am sure that "willY" was not fully disclosed by the recent demo and that there will be some surprises when "willY" is finally released (probably in 2001 given inteL's recent abysmal record of target dates slippage...which cannot be counted on to continue.) However, the "demo" unless it was deliberately misleading is probably very useful to AMD's R&D efforts. Further, do not mistake AMD's silence for a lack of "first silicon" to disclose (at least not under the cover of a non-disclosure agreement and only to those customers that they need to trust the most.) inteL, on the other hand, shows signs of a frantic need to disclose their future in order to hold onto their most valuable customers. The roles, here again, appear to have been interchanged: inteL is behaving (or misbehaving) more and more like the AMD of recent experience; while AMD, tight lipped and mysterious, is understating and delivering early.

It is much too early to know for sure; but, I suspect that when "willY" comes AMD just may have some TRUMP cards.

COMMENTS?

Regards,

DARBES