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

To: combjelly who wrote (64094)	11/20/2001 9:10:42 AM
From: Dan3	Read Replies (3) \| Respond to of 275872

Re: Intel had to've known about this from the beginning. That being the case, why did they introduce it, knowing that there is no way it can deliver what they are promising Well Intel has left standing its claim that the Itanium ramp is going well and that sales are great even since we've heard from Dell that demand is zero and from Compaq that Itanium is unreliable and couldn't be shipped even if someone did want one. It's become pretty clear that, somewhere along the way, Intel as a corporate entity has lost a rather critical capacity. There's a question sometimes asked in politics; "when I find out that I am wrong, I change my position, what do you do?" If we look at Intel's behavior regarding Rambus, IA-64, and SOI we see a pattern of Intel clinging to strategies long after they have been found to be a failing ones. AMD was an early licensee of Rambus, but when it became clear (in 1998/1999) that Rambus was a failure, AMD moved on. AMD may or may not have had a VLIW program, but they certainly didn't cling to one after it became clear that it produced no benefits. AMD had a bulk copper .13 planned for early this year, but when they found out (last year - that's the benefit of having started with copper on .18) that bulk .13 is of only limited benefit they immediately got over it, moved on, and began developing SOI and isotopically pure silicon alternatives. Intel just keeps riding its failures down the toilet. They had enormous resources, and have been able to get away with it, so far. But Intel's resources are becoming depleted, and AMD keeps gaining market share, and maintaining its financial position even in a tough market.

To: combjelly who wrote (64094)	11/20/2001 12:46:35 PM
From: fyodor_	Read Replies (1) \| Respond to of 275872

combjelly: And that brings up the observation that Intel had to've known about this from the beginning. That being the case, why did they introduce it, knowing that there is no way it can deliver what they are promising (i.e. P4s at 3GHz, mobile P4s, fast, low powered blade servers)? Was it just because they were feeling pressure from AMD and rushed to market with all they had? Have you considered the possibility that Intel's process will improve significantly when that 193nm equipment is finally delivered? Right now, they are using hard phase shift masks to achieve .13µm design rules, but this does have an impact on the process. -fyo