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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: that_crazy_doug who wrote (11548)	10/5/2000 6:44:44 PM
From: Charles R	Read Replies (1) \| Respond to of 275872

<Thus, to make an active decision to add AMD, you need a good reason to break the status quo mold.> That is called REACTIVE thinking (compared to PROACTIVE). <There simply is no compelling reason to change the status quo. (again at the time of the k6-2)> That's how companies routinely get burnt. It is just a question of time before a supplier falters. Either one can wait till that inevitable glitch happens and pick/add another one or one can be proactive and reduce that risk. <There are definitely some bad things in the relationship, but Dell can clearly not go on without Intel (even just the celeron lineup). At this point, I make the active decision to take a change on the second source, but there's no way I go for the gusto and get rid of the celeron.> This line of thinking I can agree with. I was thinking your argument was based solely on the lack-of-performance and compatibility issues with K6 - which was a pretty weak argument. <The fact that it was sold in a retail store or that it was used in laptops doesn't speak much for compatibility. It says it was very stable under those circumstances (i never argued it wasn't). I said that it had compatibility issues. > And I am saying that compatibility issues that arise in some isolated cases are pretty much irrelavant. AMD probably shipped 30-50M K6s to date. Such a number is not possible if the compatibility issues were significant. <If the pc doesn't work with a new video board, compaq doesn't have to take it back (neither would dell), but it certainly soils the experience with that particular customer, and I don't think compaq cares, and I think Dell does. > I find the argument that Compaq doesn't care about its users experience with its products completely irrational given Compaq is the #1 or #2 in the PC space by any measure. And I see little point debating such a view. If you said Dell cares more for quality than Compaq that would be more agreeable. <Well there are several more reasons to "wait and see". 1) You don't know how much lower the IPC will be. > You have no idea what I know or do not know. Do you? <2) You don't know how high the processor will scale. > That's what I have been saying for an year now so I guess you are right. <3) If the SSE2 instructions make the chip faster, and they are used in driver software to improve performance of games substantially then they will have a real impact. > Yet another thing I have been saying for about an year.