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

To: Joe NYC who wrote (110296)	5/10/2000 7:09:00 PM
From: Joe NYC	Respond to of 1583896

It looks like AMD moved closer to Intel stock price. THe difference is 26 1/8 now. Joe

To: Joe NYC who wrote (110296)	5/10/2000 7:20:00 PM
From: Jim McMannis	Read Replies (2) \| Respond to of 1583896

Joe, RE:"THat's what the original plan might have been. I guess Intel planned that 820 would really be the replacement for BX, and 815 would be for low end. The first design of 815 was scrapped, and now we are up to the second design, which really will be a 133 MHz BX." --- See, I can't even keep up with Intels hokey pokey moves. <G> --- RE:"I think Intel's primary objective is to corner the market. --- Always... --- RE:"But most of the tools to do so have exploded in their face. I wouldn't be surprised if the decision not to license Willy bus also exploded in their face. The same about the recent decision to try to corner the motherboard market, once again (as per the Intel's statement that they plan to ship 80% of motherboards for the Intel chips) ---- It seemed to work when they controlled Mhz. --- RE:"Suppose that the primary chipset for Will has err... errata. What will happen to Willy" ---- Delay? ---- RE:"There has been a lot of bitching about AMD's infrastructure, but compared to Intel, AMD will be very diversified, with chipsets coming from AMD, Via, SiS, Ali, Api, Micron. Compare that to Intel chipsets only from Intel, and Serverworks for the servers." --- Any frustration I see is from waiting for AMD to ramp Dresden, Tbird and Duron and perhaps a slow mobo ramp plus no SMP. Seeing Intel continue to screw up makes this even more frustrating. June will be a welcomed month. On the plus side, AMD hasn't released any screwed up parts like Intel. Any decent ramp and AMD could double from here. --- RE:"I like him right where he is <g>" Come to think of it...give him a raise... Jim