Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: stribe30 who wrote (45348)	6/27/2001 12:39:13 AM
From: Elmer	Respond to of 275872

Dont worry Elmer.. if Hammer is a successful launch in a year and a half or 2, I wont run into the Intel thread to flame you of what you blurted out here today (tho I am sure others here wont be as charitable) I will however expect you to come back in this thread and apologize for the inaccurate comments you made in here and for the obvious baiting you did. - thats assuming you have any class of course. Yes it was baiting, I admit it but that's the relationship between AMD and Intel, companies and supporters. You should see what some of your friends have posted over on the Intel thread from time to time. Hammer might have a successful launch in time, but it won't be a successful product, IMO. In my view, it's important to look at Compaq's epiphany in proper perspective. Why this conversion now? I'll tell you why. Intel has finally delivered iTanium systems and Compaq has McKinley samples in hand. They know what it can do and they know what AMD is promising. They know McKinley's still on a .18u process and they realized it was futile trying to compete with it, much less .13u followons. All AMD has to offer is simulations and projections. In short McKinley is kicking Alpha's butt now and AMD only had vapor foils that may not compete 2 years from now with today's real live McKinley silicon. No OS support and no proven chipset. It took AMD 2 years to get a simple 2-way Athlon chipset working and now they're abandoning the buss for a completely new design. What would you do if you were Compaq and bleeding money? Continue pumping $$$ into Alpha when you can see multiprocessor McKinley systems running today and you know what they can do? Support a brand new parallel AMD design on an unproven unsupported architecture while you're posting red ink? Compaq made the right business decision. I'm sorry for the individual investors who will suffer as a result but you guys have simply been living in a dream world expecting Intel to screw up forever. BTW If I were to hold you and the other AMDites responsible for every one of your "inaccurate comments" I'd never stop posting. EP