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


To: Scumbria who wrote (13973)10/14/2000 10:12:22 PM
From: MaverickRead Replies (1) | Respond to of 275872
 
Cobalt RaQ3 & RaQ4 use "Intel-compatible" processor
cobalt.com
Intel-compatible processor
External Ultra-wide SCSI interface (40 MB/sec)*
512KB L2 Cache LCD panel for easy set-up and administration
Up to 512MB PC-100 SDRAM DIMMs (2 slots) PCI Slot for Expansion*
Internal Ultra ATA hard drive UPS Support
Dual 10/100 Base-T Ethernet network interfaces* USB
Serial Console Interfaces * Standard equipment on RaQ 3i configurations

Cobalt RaQ4
cobalt.com
450 MHz Intel compatible processor
512KB L2 Cache
Up to 512MB PC-100 SDRAM DIMMs (2 slots)
Dual Internal Ultra ATA hard drives supported
Dual 10/100 Base-T Ethernet network interfaces
Serial Console Interfaces
External Ultrawide SCSI interface (40 MB/sec)
LCD panel for easy setup and administration
PCI Slot for Expansion
UPS Support
USB



To: Scumbria who wrote (13973)10/14/2000 11:01:38 PM
From: Charles RRespond to of 275872
 
Scubria,

<AMD has delivered on T-Bird, Duron, ..>

I said other than these.

<...several chipsets,..>

Several? 750 was a problem case from the word go. It was late and by the time it came it was time for PC133 and AGP4x.

<.. a new fab, ...>

At least a year behind schedule by almost any measure.

<...doubled the clock speed, ...>

I would consider this as part of Athlon accomplishment not separate.

<..DDR, Mustang development, ...>

I said currently in propduction. These are not. I will consider this a significant accomplishment if ramped before the end of the year.>

<.. 0.13u development, ...>

AMD does not have 0.13. AMD's process for Mustang and other ponies is what would probably be called 0.15. Currently, Intel may be ahead on 0.13. Tulatin was taped out last month and first silicon is supposed to be anytime now. Within weeks Intel will have a good idea how good the new Cu process is.

<...MP systems demoed,...>

Demoes make no money.

<...Hammer development, ...>

Development costs money. Only delivery of products means something. And for the record, Hammer is about a quarter or two behind compared to expectations earlier this year.

<...embedded versions of K6, high density flash.....>

Not the topic of discussion. The context was PC market.

<Other than that they have really sucked. In the meantime, Intel delivered on i815 and a few recalled or cancelled pieces of junk.>

Intel screwed up, does that mean AMD execution is perfect?

<I see your point. (not)>

I hope you can see it better now. If not, that's fine. We disagree - and it wouldn't be the first or last time.

Chuck