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

To: steve harris who wrote (97796)	3/10/2000 9:18:00 AM
From: niceguy767	Read Replies (4) \| Respond to of 1574890

steve: Bittersweet news... Would have been nice to have MSFT's boat line up beside AMD's to increase visibility of the Athy...but would also have interfered in Athy development... In retrospect, AMD is focussed on the 800 plus MHz niche...Diversion of resources to a low margin 600 Athy may have been a drag on future Athy development progress. AMD can sell all the Athys it can currently produce. The PWeeIII seems to be topped out around the 600 MHz level and perhaps INTC with all their fab space can confidently supply at this level, hopefully better than they've demonstrated at the 800 MHz level. Summary: 1). Looks like AMD and Intel will be competing in different niches in the near term...AMD at 1000MHz and INTC at 600 MHZ. 2). This decision has zero impact on AMD earnings...In fact, it just may have put to rest a possible future major impediment to Athy development and profitability! 3). Interesting day shaping up...Looking forward to AMD's release with respect to the MSFT?Intel decision!

To: steve harris who wrote (97796)	3/10/2000 10:28:00 AM
From: Daniel Schuh	Read Replies (1) \| Respond to of 1574890

A few somewhat contrarian points about x-box, probably repeated, maybe not worth repeating, but it's a noisy thread. 1. Fall 2001 is a long time away. 2. The OS is apparently some "consumer NT" variant. Microsoft has been confused on that particular issue for a long time. Microsoft does not exactly have a strong track record for delivering its operating systems on schedule. 3. Jeez, AMD would have had to start stockpiling 600mhz now, because the way things are going, they are sure going to be hard to find a year and a half from now. 4. In retrospect anyway, for a low cost, fixed configuration thing, Intel makes more sense. Intel has been hard at work at integration strategies for PC components, and has the engineering depth to provide a custom chipset variant that fits the specs. Yes, the x-box as currently specified doesn't fit the Intel roadmap, but they're big enough to shift the pieces around and come up with a variant that does. But the most important point, again, is that fall 2001 is a long time away, and considering that this is Microsoft, well, there's a certain credibility issue there too. Not that it matters much for the stock markets, what's RMBS at today anyway? 425 just now, cool, it's magic! Cheers, Dan.