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

To: quasar_1 who wrote (17174)	11/1/2000 10:37:21 PM
From: Bill Jackson	Read Replies (1) \| Respond to of 275872

quasar_1. Well, it certainly looks as if AMD is able to fight an uphill battle against Intel. Soon most areas will be low margin and who is best able to manage that? It looks like AMD will be faster than Intel in .13 micron as intel failed to buy the goods to upgrade their foundries in time and now the shortages and lineups for the next generation steppers etc will work against them. The copy exact strategy might in fact be a starve together strategy. Amd has it;s flash to counter the Xeon areasm and those xeon areas may not be impregnable. the new 760 might just be able to match intel....away goes the margins there too. Intel has bad spendthrift habits, learned in the abundance of megabucks in the past and hard to leave behing. And now they see that money does not buy smarts as AMD moves ahead in the patent race....on a numerical basis. As to the relative values of AMD patents versus Intel ones? Hard to assess that as seeminlgy small concepts can prove pivotal. As we go to 64 will Intel wrench the market down it's own path? or is it another microchannel catastrophe waiting to happen? Will Intel fall from grace like IBM did from excess hubris? Looks like they are. As for linux, still not ready for prime time. Good in severs, but not good enough for prime time, although there are rumors that Yggdrasil has a surpise in the works as we speak. The common man cannot yet cope with any linux release in a PC. Too many funny things happening. Until they have an iron clad GUI that hides it all like Windows 2000/ME etc linux will not do well at home. Linux will dominate in servers, as it has for a while, as that is an area of experts. As for Dell, how long can Mikey make fools of his clients? I bet cracks are appearing in his edifice now. Bill