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To: Bill Jackson who wrote (161769)	10/5/2000 5:19:13 PM
From: Meathead	Read Replies (2) \| Respond to of 176387

Re: AMD has the dominant position in CPUs... Hello? AMD dominates the CPU market? I guess I was wrong, I thought Intel was the leading supplier of CPU's in the world. What AMD CPU competes with Xeon and soon to be Foster in the server space again? Where is AMD's stranglehold on mobile platforms? Oh I forgot, Athlon has a benchmark/GHz advantage, that makes them the premier supplier of CPU's. A leader in flash technology -- very low complexity not even close to the design effort of say even Intel's lowest end 810 chipset. Many more very low complexity products in Networking and Telco and very old embedded 32bit technology re-packaged and die shrunk. Where are their chipsets? Let's see, AMD has the 750 series of chipset and is developing the 760. In that time Intel has done or is doing the 820, 840, 810, 815, Tehama, Colusa, Almador, Brookdale, Plumas, 870, -- 1way, to 8way support for servers, workstations, low power mobile versions of many of these, DDR, SDRAM and RAMBUS support. Add the long list of processors shipping and in development, ICHx, MRH etc. and you have a huge number of very high risk, high complexity products in the development pipeline at any given time. So AMD is superior because they are focused on the fastest CPU? Dump a roadmap one quarter the size of Intel's in their lap and they just might have a technical snafu or product delay. Then everyone would be calling for management to resign. If you think I'm bashing AMD, far from it. I think they have some great products. I just get tired of hearing how poorly Intel is executing relative to AMD. The universe of computing products is much larger than the consumer desktop space that AMD is doing well in. Problem for AMD is, Intel is attacking a multitude of markets that AMD has no answer for. MEATHEAD