Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Pravin Kamdar who wrote (18069)	11/7/2000 2:56:10 PM
From: Maverick	Respond to of 275872

TMTA helping out AMD, MS with Sledgehammer coding? theregister.co.uk By: John Lettice Posted: 07/11/2000 at 12:19 GMT Despite a continuing drizzle of knocking copy over the past couple of weeks, Transmeta today seems poised to pump life back into the sagging IPO market today. At $21 a share, almost double its initial price range of $11-$13, the company looks set to haul in $270 million. And although it lost IBM, it still seems to be hauling in new allies - Microsoft and AMD, for example. Our good friends at ZD report that Microsoft has a couple of demo Tablet PCs running on Transmeta chips, and that these may get waved around a little at Comdex. If true, this in itself needn't be much more than a hint to Intel, something like the initial plan to use Athlon in Xbox, and of course the Tablet quite possibly won't ever be produced. Right now Bill Gates has used it as a prop in a couple of presentations, and at best it's in about the same position as Xbox was this time last year - Microsoft has the designs, it'll probably be talking to potential manufacturers, but it's not certain it'll get the go ahead. But the Microsoft-AMD-Transmeta triangle is maybe more interesting. As we reported earlier this year AMD and Transmeta have been co-operating on the software front. But it's now being suggested to us that Transmeta is working on an implementation of its code morphing software for AMD's 64-bit Sledgehammer. AMD likes this, because it'll help it greatly in the battle with Itanium. Microsoft likes it too, because it means it can carry professing its support for Itanium development and truthfully say it's not doing Sledgehammer development, while between them Transmeta and AMD ensure that Microsoft's software runs on Sledgehammer anyway. Inter alia, it also means relationships between the three companies will develop anyway, maybe resulting in a major Microsoft appliance gig for Transmeta. Transmeta, by the way, likes AMD because it ties Intel fabbing down in the MHz wars, impeding Chipzilla's ability to devote resources to fighting it on its chosen low power ground. AMD, presumably, likes Transmeta for the opposite reasons. And Microsoft just likes to keep Intel sharp, and in line. ®

To: Pravin Kamdar who wrote (18069)	11/7/2000 9:20:29 PM
From: Charles R	Read Replies (3) \| Respond to of 275872

Pravin, <Here's the link: biz.yahoo.com > Seems to be a pre-emptive strike by Intel. Having established a super 0.18 notched gate process, Intel lost process leadership to AMD when AMD started shipping out of Dresden. AMD would consolidate that lead this quarter with official roll-out of what I call a 0.15u process. This may be Intel's way of paper launching a process that is 2 quarters away to save from a potential embarrassment of losing the 0.15 PR war to AMD. By the way as I have stated couple of times on this thread before, Intel has beaten AMD to 0.13. It will be interesting to see when AMD will regain process advantage once Intel starts shipping on 0.13 Chuck