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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Elmer who wrote (113463)	10/13/2000 6:13:30 PM
From: Joe NYC	Read Replies (3) \| Respond to of 186894

Elmer, 1 year and counting.... AMD SMP missing in action.... To me, the race is between Foster and Mustang. A small company like AMD can't do everything, so they decided to skip dual SDR SDRAM chipset. What you say is missing in action for 1 year will never arrive. It has been canceled long time ago. What is missing / delayed is dual DDR chipset, which was scheduled for Q4 2000. So you can start your counter on January 1, 2001. AMD has a lot on their plate for the next 2 quarters: Mustang, Palomino, Morgan, mobile versions of the Palomino/Morgan 760, 760 MP, DDR, helping someone to finally finish the integrated chipsets, mobile chipsets. I hope they won't start dropping the ball the way Intel has when faced with numper of projects / priorities. There are certain things that are in bread and butter category: Palomino, Morgan, integrated chips Ham on the sandwich: 760, DDR Some are in dessert category: notebooks, commercial desktops And finally, some are in champagne and caviar category: Mustang, 760 MP, Sledgehammer, LDT. AMD is used to diet of bread and butter with water, so when you say that one of these things is missing in action, you have to put it in perspective. What is missing is something AMD never had, and when one of the things that are missing finally arrive, AMD may get some ham on the sandwich, but it will be some of Intel's ham, and AMD may get a taste of Intel's caviar. The immediate future will not be about Intel fighting with AMD for AMD's bread and butter. It will be about Intel desperately protecting their delicacies from being eaten by AMD. The question is not if AMD will gain something. It will be what, and how much. The good thing is that the market is growing, and even if AMD gains, Intel doesn't have to lose in absolute terms. AMD may just capture more of the new growth. Joe