Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: that_crazy_doug who wrote (103385)	4/10/2000 11:55:00 AM
From: hmaly	Read Replies (1) \| Respond to of 1570515

Crazy Doug Re...<<I really doubt that thunderbird will remain competitive with the willamete. However, it will take willamete awhile to ramp up volume and speed, so thunderbird/mustang will probably be competitive for awhile. Also, a real competitor isn't going to be formed overnight. If willamete is better than thunderbird there is probably relatively little AMD can do about it. >>>>> Doug, I agree wholehearthedly with that statement,but I feel strongly that Willy will not be a real threat to Tbird until the ddr memory can be used; which according to Intel's roadmap won't happen until 2q-01. In addition; Willy needs new implementations of sse to really show its power; so Willy probably won't be much faster than Tbird on release. Thirdly, Ibm, Mo, and AMD have all announced their new high end processors would be multi processors on a chip, e.g. being power4. It seems to me Intel is being like Cray in the eighties and sticking with proven methods (aluminum and single chip); thereby getting passed by new methods (copper and multicores).

To: that_crazy_doug who wrote (103385)	4/10/2000 12:59:00 PM
From: tejek	Read Replies (1) \| Respond to of 1570515

Also, a real competitor isn't going to be formed overnight. If willamete is better than thunderbird there is probably relatively little AMD can do about it. (They can do a process shrink, but how long do you think they can stay a whole process level ahead of intel?) They'll have to get back with a new core. Fortunately AMD has a new core coming out next year. I'm not sure whether I intend to stick around that long though. doug, To not be a flash in the pan, AMD needs to do better than what you have suggested........its really critical that the company perform in such a way that it doesn't fall behind Intel like it used to and that it doesn't lose investors like you or I. AMD needs to develop stability and ongoing credibility. So I am hoping that they have all the bases covered when it comes to Willamette. ted