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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Elmer who wrote (127137)	11/1/2000 4:07:00 PM
From: TimF	Respond to of 1570750

RE: SMP delay Earlier this year I wasn't so concerned about any delay in SMP. AMD was just starting to ship from Dresden, and the Athlon had less of a market presence. SMP would have been nice but it would not have mattered as much. Now with Dresden ramping up fast, DDR support imminent, and Mustang approaching I think delays in SMP are more important. If AMD was not all ready down so much I probably would have sold part of my position on this news. Any further SMP delays will in my opinion be serious both as a sign of poor execution by AMD and as a serious hindrance for AMD getting any low end server market share. Tim

To: Elmer who wrote (127137)	11/1/2000 5:27:08 PM
From: stribe30	Read Replies (1) \| Respond to of 1570750

"It is apparently much MUCH harder to design in SMP capability on this superior bus architecture." As stated this morning.. the "problem" or delay is not technological or architetural, but waiting to get the proper partner(s)in place. iXBT Labs is reporting separately that AMD felt it would be a waste to release the SMP version without getting proper motherboards and CPU's in place (Mustang and boards for it)for usage in the server sector. Is it a slip..?? sure.. but AMD has had such a good 12 months since the release of the Athlon, they were due to have 1 or two slip-ups.. no one's perfect ;) Now.. if it were a slip-up of the Merced magnitude - in development for 7 years or 8 or whatever it is now.. THEN I'd be concerned. Then again.. I dont own stock in it.. so it doesnt bother me either way from a hardware guy point of view, other then I want AmD to get strong enough and take enough market share from Intel that it loses its semi-monopolistic position and cant try to force another Rambus debacle on the hardware world. Competition is good.