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Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: Skeeter Bug who wrote (72923)	5/15/2001 11:24:54 AM
From: Don Green	Read Replies (1) \| Respond to of 93625

AMD to announce Dell design win for Athlon 4 By: Tony Smith Posted: 15/05/2001 at 15:07 GMT AMD has finally won over Dell. The PC vendor will end its exclusive use of Intel CPUs in June when it announces that it will use AMD's mobile Athlon 4 in an upcoming high performance laptop. That, at least, is what Thomas Weisel Partners analyst Eric Ross claims to have been told by sources. In a pro-AMD report issued to investors today, Ross said AMD will announce Dell's support at the Computex Taipei show early next month. If Dell does sign up for the mobile Athlon 4, it will mark a very significant victory for AMD. It's been trying to get Dell to stop being an Intel-only supplier for some time, so the deal will mark a major psychological victory over its arch-rival. Dell is the only top-tier PC vendor that has yet to ship AMD-based machines. It's important strategically too. Dell has become a major provider of hardware to big business. The corporate market - AMD calls it the 'commercial' arena - is one the chip maker is very keen to enter as it strives to be seen not only as a consumer market player. Compaq has already begun shipping a notebook, the Presario 1200, based on the Athlon 4, and Hewlett-Packard has pretty much committed itself to doing so in the near future. For Dell, writes Ross, "as the last of the top-tier PC OEMs to use Pentiums exclusively, Dell may feel somewhat disadvantaged by its heavier reliance on Intel, whose execution has been spotty as of late". That's a reference to the poor scalability of the Coppermine Pentium III to speeds of 1GHz and over, and the unsuitability of Pentium 4 to the mobile market (it has the speed, but not the right power conservation and heat generation characteristics). However, Intel's 0.13 micron mobile Tualatin, which is expected to ship next month at 1.13GHz and 1.06GHz, won't leave AMD so far ahead of its rival for long. AMD's lead is dependent on Intel's ability to ship the part - it's not done too well with the 1GHz PIII - and how well Tualatin's version of SpeedStep matches the power-conservation abilities of AMD's latest iteration of PowerNow! Still, even if Intel does challenge AMD and does so quickly, the Dell win will remain a real blow to the company, one that may take it longer to recover from. ®

To: Skeeter Bug who wrote (72923)	5/15/2001 12:23:35 PM
From: looserloser	Respond to of 93625

Re: "ignorance doesn't phase me one bit" Adjust your faze detector.

To: Skeeter Bug who wrote (72923)	5/15/2001 1:30:40 PM
From: im a survivor	Read Replies (1) \| Respond to of 93625

<<kg4 wstera's ignorance doesn't phase me one bit. i don't "win" arguments, the truth lays all bare. he's not fighting me, he's fighting the truth. that, my friend, is a fight he can't win - period. "denial" is not just a river in egypt. >> A fight he can't win>>.....Ha, try telling him that. Like I said, I personally have never ever seen this guy admitt when he is wrong, and in my opinion he acts as though he is the authority on every subject and that his, and only his opinion is correct. But thats just my opinion of course.....and of course he has his, which we know is correct<ggg>, so why fight it.... :-)