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

To: Tony Viola who wrote (50730)	8/11/2001 3:35:27 AM
From: wanna_bmw	Read Replies (2) \| Respond to of 275872

Tony, Re: "Intel works, they go back to Pentium Pro days with them, the infrastructure is always there." I think this is a difficult concept for some people to grasp. The idea of inter-corporate relations is simply too esoteric. After all, IBM will do what's best for IBM, and HP will do what's best for HP. People think, "Why can't they realize that sales of a cheaper, faster system (such as Athlon MP) could make these companies more competitive?" But, in their haste to justify a possible, and extraordinarily helpful, design win for AMD, they ignore how much work actually goes on in adopting a new platform. With Intel, these companies have years of experience working together. They can rely on volumes being shippable, on support being available, on reference designs being ready, and on roadmaps being executed to. They know just what to ask for, just what to expect, and just how to handle something if things go wrong. In order to trust newcomer AMD, they need to have a really good reason. I'd also say that the top tier businesses are also privy to a lot of future development, and I wouldn't be surprised if Intel involved them along the way. This may include asking for wish list features to be included in future products, and readiness and anticipation of volumes and demand ahead of time. Such close involvement is almost a sure way to keep an OEM interested up until the launch of the product. People often assume that an OEM like Compaq or IBM view the semiconductor business as a vast sea of choices, with no one place more compelling than another for where they may fish for their product lines. People think that the obvious choice should be where the largest fish have been spotted, but often times the best place to fish is where they've fished before, and where they know they will get a reliable catch. wanna_bmw