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

To: Dan3 who wrote (119764)	7/9/2000 11:54:41 AM
From: Paul Engel	Read Replies (1) \| Respond to of 1573850

Lewinsky-Dan - Re: "First time AMD will have access to the server market." Uh....when will this happen, Lewinsky ? Last week you said SMP would be here in 2 months - so, one week has passed already - any signs of AMD SMP chip sets? Paul

To: Dan3 who wrote (119764)	7/9/2000 11:58:45 AM
From: Paul Engel	Read Replies (1) \| Respond to of 1573850

Lewinsky-Dan - re: "First time AMD will have access to the Corporate market" First time? AMD has had access to the Corporate market for as long as Intel has. The issue isn't one of ACCESS - the issue is one of ACCEPTANCE. What you need to answer is WHY AMD has had little or NO ACCEPTANCE in the corporate market. Hint - erratic performance, production, and profitability all factor in to corporate decision making. Paul

To: Dan3 who wrote (119764)	7/9/2000 12:03:01 PM
From: Paul Engel	Read Replies (2) \| Respond to of 1573850

Lewinsky Dan - Re: "AMD had record profits with ASPs under $100, what will happen to Intel if it must forgo $75 in revenue on each of 120 million CPUs next year?" AMD had record corporate profits because FLASH MEMORY has boomed !!!! Intel's ASPs have drifted from about $205 to maybe $190 or $195 over the past year - a year in which Intel performed rather poorly and AMD rather greatly. Now, AMD appears to have hit a brick wall with No-Advantage-Copper-ThumperTurds and Intel seems to have fully recovered from the past year's mistakes. With ITanium and Pentium 4 launches due late this quarter or next, your wet-dream of Intel's ASPs dropping by $75 suggest you need to change your underwear. Paul