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

To: Tenchusatsu who wrote (18935)	11/13/2000 4:49:04 PM
From: Charles R	Respond to of 275872

Tenchusatsu, <You can't be serious about this. AMD has SMP working in the labs in June 1999? > I am serious. I may be off by a month or so but June sounds about right. <Even Itanium, the mother of all slipped schedules, first booted up in August 1999, had SMP working a few months later, and is now shipping pilot 2-way and 4-way SMP systems.> The problem here is that AMD changed the horses mid-stream. Instead of going out with catridge based Athlons with PC100 or PC133, AMD chose to go to Mustang with DDR. <Something went dreadfully wrong over in AMD's server division.> I think the engineering slips were only a small part of the problem. Every time one goes to a new chip there is risk. The larger problem I suspect has something do with AMD sales/marketing always needing the next generation chip or chipset before getting that elusive corporate design win. I think in the last one year Intel marketing has taught AMD marketing quite a few lessons. Chuck