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

To: Charles R who wrote (45071)	6/25/2001 11:31:12 AM
From: Win Smith	Read Replies (2) \| Respond to of 275872

When did Compaq do anything with MIPS? Via Tandem or something? I'd agree somewhat that it's a good move for Intel, especially since they don't seem to be paying anything for it. It's only bad for the rest of the world, as competition fails in the face of Intel marchitectural fog.

To: Charles R who wrote (45071)	6/25/2001 11:55:11 AM
From: AK2004	Read Replies (1) \| Respond to of 275872

Charles seems like all of the moves made by intel are brilliant; I do recall that intel's decision to go with rambus was so brilliant that amd would be dead 2 years ago..... I wonder how much that deal cost intel.... would it cost hp and dell? Regards -Albert

To: Charles R who wrote (45071)	6/25/2001 12:26:15 PM
From: andreas_wonisch	Read Replies (2) \| Respond to of 275872

Chuck, Re: Brilliant move by Intel! This one should wake up some of the brain-dead longs who keep coming up with yet another idiotic reason on why the program slip does not matter (or even good for AMD). I agree completely. All the delays in the past few months have put AMD in a catch-up situation again. Or like Joe put it: Caviar has become bread and butter. With Palomino not scaling well (BTW, here is another article posted today, confirming it: overclockers.com and Hammer delayed by a year AMD lost most (if not all) chances to stay ahead of Intel and take the lead. It almost feels like AMD likes to play second fiddle to Intel. With today's news x86-64 seems to be DOA. Who else would commit to Hammer servers if not Compaq? Andreas