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

To: tejek who wrote (107990)	4/26/2000 5:51:00 PM
From: Scumbria	Read Replies (3) \| Respond to of 1570525

Ted, well thought out analysis by Kumar as to why Intel is a superior company in all respects I'm glad that you are coming around to your senses. Intel is indeed a brilliant company. Some of the greatest examples of clear headed thinking have come out of that company in the last two years. 1. Timna- Build a low cost, integrated CPU with cheesy graphics, and put an exclusive interface to very expensive DRDRAM on board. 2. Merced- Build a huge, low MHz processor with a terribly complicated programmers model, to replace a huge existing infrastructure of high-MHz x86 CPUs. 3. Willy- Build a very deeply pipelined CPU, and put an exclusive interface to long latency, expensive DRDRAM. How on earth could those dim-wits at AMD compete with their simple minded high MHz, high performance, low cost DDR based designs? Face it. We are not worthy to question Kumar and Intel. Scumbria

To: tejek who wrote (107990)	4/26/2000 8:19:00 PM
From: Bill Jackson	Read Replies (1) \| Respond to of 1570525

tejek, Kumar's analysis is a lot like why 345 is more than 16, consisting primarily of digit counting and history. Well, remember when Intel was a lot smaller, like AMD is now, it was a far more dynamic and innovative company compared to larger companies around it. Now AMD is a large company....it only looks small beside Intel. AMD seems to have taken the innovation crown and is doing better than Intel in it's recent achievements....still smaller though... than Intel in it's recent bad works and faux pas. Kumar reads like a person who knows where his bread is buttered, he plays to the large institutional brokerages and the middle of the road investors... and large brokerages have seas of these investors who want safe havens with good earnings and who still use full service brokers and their fat fees. Institutions of course buy with specialist houses at low fees but large volumes and could care less for Kumar. I hate to tell him but many investment fund institutions and not listening as is evidenced by the large institutional holdings of AMD. The fortune 500 has been an Intel bastion....up until now. Recently more and more are buying AMD either by choice or becuse they see the market becoming commoditised and buy by price per megahertz, where AMD rules. Bill