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

To: Charles R who wrote (98778)	3/17/2000 2:33:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 1571929

Chuckles - Re: "What if Dell finally gets to AMD camp because of AMD's edge on the laptop side? " What edge? You keep postulating non-existent AMD chips will outperform Intel's existing chips. Is AMD in volume production of these non-existent chips? Paul

To: Charles R who wrote (98778)	3/17/2000 5:24:00 PM
From: Cirruslvr	Read Replies (1) \| Respond to of 1571929

Chuck - RE: "AMD is not going down with Wilamette introduction as some people seem to think." I agree... "Don't get me wrong - the 2-way stuff is important but speaking dollars and cents it will be tough for that business to get to the same level as the laptop business." I see 2-way as important because what Tench said earlier made sense - AMD can't just jump into the server market with 4 and 8 way Athlon systems, they have to get started with 2 way (and even single CPU) systems and hopefully it will grow from there. But none of this happens until the 760 and 770 chipsets come out later this year. Of course, we know how much money 2MB Xeons bring in. It would be nice if AMD eventually got some of that action. I agree that the laptop market is very important because they are becoming powerful enough to replace desktops. People on the Intel thread are saying this is already happening with SpeedStep. "Think of it this way - Dell can wait for Wilamette for covering the desktop MHz angle but can Mikey wait until Northwood for similar success on the laptop side?" Good point. The PII mobile chip came out on the next smaller process after the PII came out (.35 -> .25), Athlon will be the same way (.25 -> .18 (.15?) ), so Northwood will probably also be the same way. But weren't you saying Intel may have a bit of .13 capacity this year? Still, when an Athlon mobile comes out its competiton will probably be mobile Cumine, but MHz will hopefully be different (read: higher). Like always, all this depends on AMD's execution which happens to have been stellar with the Athlon so far. But Dresden still has to prove itself. "What if Dell finally gets to AMD camp because of AMD's edge on the laptop side?" Lets first watch and see if AMD gets into commercial Compaq notebooks, and then into IBM's Thinkpads which have always been Intel only. Intel will woo Dell with more foils so who knows if he will ever switch over. Dell is Intel's puppet. But as you have basically said, if Dell ever starts using AMD products it will probably be mobile Athlons. Does anyone know who is making Athlon mobile chipsets???