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

To: Charles R who wrote (14028)	10/15/2000 2:10:31 PM
From: crazyoldman	Read Replies (1) \| Respond to of 275872

Charles, Re: I was responding to his claim that AMD delivered everything AMD promised last year. If you read the last paragraph of my post again, you will see that I was was NOT saying that AMD "delivered everything AMD promised last year", but was taking issue with your statement "I would say barring the Athlon AMD has not delivered on much last year (I consider Thunderbird/Duron relatively minor efforts)." For convenience, I my last paragraph is... "I could go on but...These things and many more were all things Jerry and company promised would happen and they all have. There's no question that many things could/should have happened that didn't but that's business and life and an imperfect world. Just look at how things have gone for AMD's big competitor, real hard to have eveything turn as hoped for. I'm pretty impressed with what AMD has accomplished in the last year+, and I hope their accomplishment continue, I'm looking forward to them." Kindest regards, CrazyMan

To: Charles R who wrote (14028)	10/15/2000 10:21:53 PM
From: Petz	Read Replies (1) \| Respond to of 275872

<<The only product Intel has is Pentium III. >> Chuck R:<For some reason people seem to ignore things like chipsets, laptop CPUs and server CPUs.> We were talking about delivering on promises and none of the Intel chipsets fit that description. The i815 was the supposed to come out Q1, it came out Q3. The i820 and i840 were late, recalled but eventually worked with RDRAM, although the i820 was slowed down to make it reliable. Intel lost half their market share in one year. That is spelled DISASTER. As for laptop CPU's, I'm quite sure that the die for the Celeron and PIII laptop CPU's is identical to the desktop CPU's. If not, find me the Rev Guide on Intel's website that says differently. Intel server CPU's - stopped at 700 MHz, only acceptable because of AMD's chipset miscue. <And, the basis of the discussion was NOT intel. It was if AMD delivered everything that was promised last year. The answer is "no".> I have to agree with you that AMD's performance in chipsets did not meet AMD's promises either, particularly in regard to multiprocessing. But the MHz ramp for Athlon and Duron were far above the promises made a year ago, when AMD predicted a 1 GHz CPU in the 2nd half of Y2000. To call Athlon and Duron the same product or to ignore Flash Memory is not a fair comparison. True, flash is not as big a part of Intel as AMD, but all of Intel's non-CPU business units put together are comparable in size to AMD's Memory Division. No question there that AMD far exceeded expectations in the Flash Memory area and the Comm business area. Petz