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

To: Elmer who wrote (97976)	3/11/2000 12:27:00 AM
From: Bill Jackson	Read Replies (2) \| Respond to of 1571038

Elmer, I suspect that MSFT has milestaones for Intel to meet and if they miss there might be another opportunity for AMD. After all MSFT went to a lot of trouble optimising for the Athlon as well and the P-III. A year is quite a while for things to go badly. In addition if this box bombs it will drag Intel down a bit too as they will not recoup eng costs. It is not a sure thing that this design will win. Sony and the others in the dedicated game console business now have CPUs that are so powerful they could carry a browser load as well as a word processor load very easily, so we may see Sony march into the general market. Sure the win2K OS is a help, but it is overkill for a decicated system that does a few things very well. So it is ad to see AMD lose this point in the competition. I do not know how muc of the SP increase was due to the xbox hype??? after all it is a year away from impacting anyones earnings. Bill

To: Elmer who wrote (97976)	3/11/2000 8:17:00 AM
From: DRBES	Respond to of 1571038

re: "Now all you can do is make hypocrites of yourselves." No, as the expression goes, not exactly. We can all sit on the sidelines and watch as the two greatest masters of that industry, at screwing their respective opponents (partners), try to do "it" to each other. Personally, I am going to eat popcorn as I watch. Regards, DARBES

To: Elmer who wrote (97976)	3/11/2000 11:03:00 AM
From: Dan3	Read Replies (1) \| Respond to of 1571038

Re: just a couple of days ago you guys were aglow about AMD winning this design... Hi Elmer, I don't think that you'll find any messages from me claiming that winning the X-Box would have been great for AMD. Such a win would have been very helpful to AMD in terms of credibility and, perhaps, software support. But I don't think that it would have been a good idea for them to commit the resources to it. Aluminum Athlons wouldn't be a good fit due to power consumption, and Dresden capacity will (hopefully!) be needed for mainstream CPUs. Intel has spare FAB capacity (for this sort of thing), spare design resources, and its bottom line won't notice that one FAB is shipping parts for just enough revenue to cover variable costs. It would have been great for AMD to have won this, but I'm not sure they could have afforded the victory! Dan

To: Elmer who wrote (97976)	3/11/2000 12:05:00 PM
From: niceguy767	Read Replies (1) \| Respond to of 1571038

Fudd: Re: "AMD wanted it and they wanted it bad." Comment: But not at any price...As in Scorched earth pricing!!! Bittersweet outcome for AMD...Got some Athy publicity inasmuch as MSFT postured themselves as considering the Athy...AMD didn't prostitute themselves to obtain the MSFt business...Like I've maintained throughout, Fudd...AMD management has exercised nothing but good judgment and excellent delivery on promises since the "spry Athy" was introduced...Not all microprocessor companies can support, via action, such excellent performance! By the way, don't know where you get the thought that AMD earnings are impacted in any negative way by their decision not to participate in a "scorched earth" MSFT/INTC pricing competition...AMD Q1 earnings and Y2000 earnings will be records (wish I could be that confident about Intels) or are you still stuck on negative $0.62 as in your Q4 estimate?