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To: chic_hearne who wrote (155800)	3/31/2000 10:55:00 AM
From: rudedog	Read Replies (1) \| Respond to of 176387

chic - re: I hope more are in touch with the processor situation now than you I assure you, I am VERY "in touch" with what AMD is doing - I know about the sledgehammer roadmap and current engineering status, I know about the SMP roadmap, I also have hands on experience with both AMD and Intel 1 GHz parts. You are not talking to an uninformed investor - my background is in microprocessor design and I have current consulting engagements with MSFT and others to evaluate the impact of Intel, AMD and other microprocessor technology on their development and resource investment. This is only the beginning of AMD being in the lead of the speed game. I see you have bought the Dresden hype and the rest of Jerry's hogwash. I have been involved with AMD for 15 years and have heard the same crap year after year. They have done a remarkable job in the last year, and Athlon is a great product, but let's keep it in perspective. AMD has NO presence in commercial PCs, all of their gains are in the consumer segment. They will need flawless execution to stay in that game. They have no vehicle to go to market with their SMP and higher end aspirations. I believe that AMD may get to the point where they can survive, but demolition of Intel is not likely. Wait until copper Athlons start shipping any day. They will get a huge performance boost. And how, exactly, will copper give this huge performance boost? I expect that copper will give the high speed parts enough efficiency that the heat dissipation will get into some sane range, as opposed to the popcorn-maker heat output of current 1 GHz parts... and that might mean that parts could be selected a little higher on the speed curve without causing nuclear meltdown. re: AMD chose the better memory. Well, I am in violent agreement on that - RAMBUS has been a disaster. AMD also chose the better bus, but is now in the process of screwing up their engineering and IP arrangements with CPQ, which owns the bus technology. CPQ appealed to the FTC to eliminate AMD's special status under the original sale of Alpha manufacturing to Intel, and that has been approved. Read - rocky road for AMD on bus technology and packaging, which AMD does not have the engineering resources to pursue on their own. Don't get me wrong, I like AMD, I like their products, and I am impressed that they have come back from the dead. But let's insert some reality into the discussion.

To: chic_hearne who wrote (155800)	3/31/2000 11:08:00 AM
From: Lee	Respond to of 176387

Chic, ..Re:.If AMD stays its course, in the next few weeks IBM, HWP, etc will also start recieving 1 Ghz parts in volume. The If in the statement above is entirely appropriate given AMD's long history of performance disappointments. <g> bigcharts.com If it's a RAMBUST system, chalk up an additional $1000 for total system cost. I agree that RMBS isn't competitive and furthermore, DDR SDRAM may be the better choice for performance down the road. I guess the answer isn't apparent yet. inqst.com Cheers, Lee