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

To: Scumbria who wrote (37478)	4/26/2001 4:13:39 PM
From: Lynn Segal	Respond to of 275872

Scumbria, AMD needs a significant performance or cost advantage, to attract business customers." One thing not being taken into account in today's discussion is the dislike and, in some cases, hatred of Intel. They have had a monopoly and shoved and bullied a lot of people in the valley. Now that AMD can match or beat them on price and performance, there are many tech companies, box builders, etc. who will want to support the AMD product line and get Intel's foot off their throat! I think many companies are delighted to have a true alternative to Intel.

To: Scumbria who wrote (37478)	4/26/2001 4:20:15 PM
From: Epinephrine	Read Replies (1) \| Respond to of 275872

RE:<I think that AMD will keep K7 performance competitive with P4. Unfortunately, AMD needs a significant performance or cost advantage, to attract business customers.> Scumbria, Whew, It's a relief to hear you say that. :) I don't think that AMD will have much problem with business penetration if they can ever get a major OEM to offer an Athlon business system. I think companies buy compaq, dell etc not specifically Intel. Once there is a system offered that has the full backing and support of a major OEM then those systems will diffuse into the marketplace naturally. A 100% marketshare is an unnatural situation that cannot cannot be maintained in the presence of a truly competitive offering(performance, price, and oem support). I hope that someday one of the top three OEM's will get off their asses and offer a fully supported Athlon sku in their mainstream business line. At least then we might get a chance to see if my hypothesis about corporate adoption is right or not. Epinephrine

To: Scumbria who wrote (37478)	4/26/2001 5:05:01 PM
From: Petz	Read Replies (2) \| Respond to of 275872

<AMD needs a significant performance or cost advantage, to attract business customers> Exactly what it will have! If Palomino is 140mm now, it will be 80mm on 0.13 and available within 3 months of the P4 on 0.13 with 50% larger die size. (I think the 0.13 Palomino is called Appoloosa) Sledgehammer/Clawhammer, at only 105mm will be so cheap compared to Itanium2 (forget its name) that IA64 may not survive. It is always difficult to extrapolate to next gen process, but for its huge increase in die size, the P4 bought precious little extra performance. I'm less optimistic about you about getting any core with a 24 stage pipeline working efficiently on typical code, not matter how big the caches are. Petz