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

To: Harvey Allen who wrote (30717)	3/8/2001 9:33:14 AM
From: niceguy767	Respond to of 275872

Harvey: "At this IDF, Intel was not wishy-washy about their support for Rambus. They came out and backed Rambus and said, 'We don't think DDR will fly in the mainstream desktop market,' " Gordon said. "Sure,they have a backup strategy with DDR; but for the first time in a while, they said, 'This [Rambus] is the deal.' " At the IDF memory track, MacWilliams' remarks about DDR were "things that some people didn't want to hear," Gordon said. "But myreading of the situation is that the most important thing for Intel is the P4, and they are not going to let anything compromise that ramp.They will do anything they have to do to accomplish that, including rebates, investments in the DRAM vendors, whatever it takes." My interpretation, selective, albeit follows and in a word..."panic": "But my reading of the situation is that the most important thing for Intel is the P4, and they are not going to let anything compromise that ramp.They will do anything they have to do to accomplish that, including rebates, investments in the DRAM vendors, whatever it takes." The patient, the "pretendium 4", just one year ago, INTC's light on the horizon, is now in "critical condition", all the moreso with AMD's recent wildly successful introduction of hypertransport...and INTC is going to do what INTC has always done successfully and throw money at the problem...Problem is, this time it's different...It's Athy competitor has evolved virtually seemlessly from 500 MHz to 1.2 gig over the past year and seems poised for its next evolutionary phase from 1.3 to 2.0 gigs with the imminent intro of the palomino...The "prentendium 4" in the meantime has flunked out on benchmarks and offers no price/performance benefits over the worn and tired PWee iii and seems to be in MHz deceleration phase with its most recent intro being the anaemic and woefull 1.3 gig bellyflopper!!! Seems to me, reading between the lines of the captioned text that "panic mode" is in place at INTC...They can't afford to let the seeming critical patient "pretendium 4" fail...From this perspective, with any amount of money, the best case scenario would seem to be partial recovery with daily maintenance required...The worst case scenario is that the "pretendium 4" remains permanently in its current coma state...