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

To: Tony Viola who wrote (60287)	10/25/2001 8:43:08 PM
From: hmaly	Respond to of 275872

Tony and Dale Re...Compaq is quite happy with the performance of McKinley, but it was what Intel showed them with regard to a roadmap about Madison and beyond, and, maybe more importantly, the process roadmap that gets a significant speedbump perhaps every year, that clinched the deal.<<<<<<<<<<< So now it is that Madison will be the real deal. Could be. From where I am sitting, and believe me I am not an engineer, just a simple businessman, I see Amd winning the PR war. The reviews favor AMD. If you read that Businessweek article, they compared AMD quite favorably to Intel. The reviews for the XP heavily favored XP over the p4, both in performance and price. Who would have thought all of those experts would have given Hammer such good reviews. Does Hammer deserve them. Probably not, except that many are basing their positive reviews of Hammer on their positive impressions of Athlon. Likewise, they are basing their so so reviews of McKinley on their past reviews of Itanium. You could be right, but the perception of AMD is changing. Does either P4 in the Northwood version, or Madison have the panache to stem the tide, and relegate AMD to second banana again.

To: Tony Viola who wrote (60287)	10/25/2001 9:18:23 PM
From: Paul Engel	Respond to of 275872

Tony - Re: "Compaq is quite happy with the performance of McKinley, but it was what Intel showed them with regard to a roadmap about Madison and beyond, and, maybe more importantly, the process roadmap that gets a significant speedbump perhaps every year, that clinched the deal." Excellent point. ITanium (Merced) is in production. McKinley is sampling - and will hit Pilot Production before the year is out - full production by mid-2002. Madison - a 0.13 micron McKinley - should sample late in 2002. Madison's successor - with a VERY BIG L2 cache - and designed for the 300 MM/0.10 micron(yes - 0.10 micron) process - is being designed now with tape out due in very early 2003. Throw in the i870 Chip set - and its follow-ons - and you have ONE HELLUVA PRODUCT ROADMAP. Paul