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

To: stribe30 who wrote (68930)	1/25/2002 6:29:16 PM
From: DRBES	Respond to of 275872

re: "..Inquirer has information about Intel dumping their delayed, costly, and unpopular itaniuM CPU line if the Hammer family from AMD is embraced. That's quite a plan considering the itaniuM is not considered by be marketed remotely near what the Hammer is aimed at. We may see inteL become the CPU cloneR of the 21st century." Let us have some fun with some tenuously linked logical extrapolations from this implied set of assumptions. inteL has no record and no practical experience as a clone maker though AMD, despite obvious enormous disadvantages in this arena, has excelled. Though inteL obviously had the design advantage over AMD when it introduced iTs peEweE iV it lost that enormous engineering advantage in one fell SPLAT to a company which, on a shoestring budget, introduced a clone that not only caught up to but well exceeded the technology it was attempting to emulate. inteL, whenever or at least frequently when under real pressure, has performed at least badly if not ludicrously poorly. If the initiative ever migrates to AMD, inteL may not be able to gracefully negotiate the path that will be indicated. inteL is "FAT", "CORPORATE SOCIALIOLOGICALLY OLD AND INFLEXIBLE" (it stifles and stultifies innovations from newcomers [just ask Dirk Meyers]) and I could go on but I (and I suspect others on this thread) have other things to do. If the transition ever comes to pass, far from assured, it will be one for the business schools to study. Though not as dramatic (and obviously not, in a legal sense, corrupt though iT has shown amazing creativity and resourcefulness in the way iT chooses to portray what I regard as "one time non-recurring" items as a part of stated earnings) the inteL "house of cards" collapse , as I see it may bear some resemblance to the recent ENRON financial disaster(s). Patient Regards, DARBES