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Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony, -- Ignore unavailable to you. Want to Upgrade?

To: CapitalLosses who wrote (60622)	10/16/2000 6:11:04 PM
From: chris431	Respond to of 122087

1. Hot chips: Both INTC & AMD chips have run hot as of late. Check out the heat sinks on P4 & the increased temps on P3 specs. A shrink to .13 should help both companies. 2. SMP for T-birds is vapor ware at the moment but there was an SMP demo a week ago. Looking for SMP Q1 2001. This is behind schedule (neither AMD nor INTC has had perfect delivery but of the 2, AMD has delivered on its promises more so than INTC). 3. AMD will be introducing mobile versions of the Athlon called "Corvette" by the end of this year. 3. I don't think INTC has the server market sown up. Sun is reported to speak highly of AMD but that is probably just taking jabs at Wintel. CPQ is also rumored to be a possible partner with AMD. AMD's LDT interface appears to be getting wide spread support and any infrastructure support will help AMD in its reputation among the industry. I think AMD's shown its current chips/chipsets are just as stable if not more so than INTC's. Secondly, while a failure of AMD to make inroads into the server sector would be bad news for AMD, it wouldn't necessarily be good news for INTC since OEM's, etc. can play AMD's offerings against INTCs. I'm sure Dell has been doing it & is loving it as they receive bottom dollar CPU prices as one of the last sole INTC OEM's. INTC loses control & puts pricing power back in the hands of the market. Emedded market. Come on, AMD just announced K6-2 embedded design wins <gg>. This is one area that AMD needs to invest in but but INTC is not alone in that market. Thanks for the discourse, Chris