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

To: Dan3 who wrote (66613)	12/30/2001 8:14:14 AM
From: Bill Jackson	Respond to of 275872

Dan3, Hmm, looks like Jerry's mystic mind control mechanism works on Intel. Bill

To: Dan3 who wrote (66613)	12/30/2001 2:40:16 PM
From: Monica Detwiler	Read Replies (2) \| Respond to of 275872

Dan3 - You wrote Instead, it gave AMD a wide open Socket 7 market. That's a good point. And another good point is that AMD lost money in every year that they participated in Socket 7. And then AMD had to abandon Socket 7 because it was a dead end socket. A fact that Intel had recognized two years before AMD recognized it. Did you ever think of these things, Dan3? Well - did ya? Monica

To: Dan3 who wrote (66613)	12/30/2001 5:14:17 PM
From: Jim McMannis	Respond to of 275872

RE:"Intel's abandonment of mainstream memory was going to give them a CPU cost and time to market monopoly through their zero royalty and advanced technical information licensing deal with Rambus. Instead it gave AMD a cost advantage with SDRAM and a huge lead in developing DDR platforms. Intel's abandonment of the X86 instruction set was going to give them a monopoly on CPUs as the industry moves to 64 bits. Instead it is giving AMD's X86-64 a huge opening." All very good points but through delays, poor marketing and infrastructure bungles...it seems AMD has p*ssed away all these advantages. Sure they made hay when the were the Mhz leader but AMD seemed to be caught completely DUMB when the P4 scaled right by the Athlon (despite using SDRAM). Imagine letting Intel get away with selling the P4 w/sdram. How stupid can AMD marketing be? If Intel would develop their own x86-64 instructions couldn't they roadblock Hammer again? Not that they need to yet since Hammer is at least a 10 months to a year away from amounting to anything. Jim