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

To: Ali Chen who wrote (75730)	3/27/2002 6:04:07 PM
From: AK2004	Respond to of 275872

Ali re: We are talking about the mainstream "x86 Windows compatible" platform. I am no expert here (I know Yousef that you are reading :-))) but you yourself suggested that larger cache would resolve many of your concerns. And as I said, amd indicated that they would be matching intel production with virtual kind. Intel can afford to have lower yields and larger chips and for the next 2 years intel would be using it to their advantage. It would be foolish to assume otherwise. But Intel must also realize that if they would push it too hard and amd would not be destroyed in 2 years their strategy would backfire as amd would have access to the resources on needed scale and lower margin requirements. While not exactly the same yet Similar thing already happened once with nextgen buyout and 2nd time with athlon intro... re: Sometimes the short-term fluctuations are fairy chaotic, but the long-term averages are clearly identifiable, at least the main direction of them. The Moore's "law" comes to mind... while I use similar arguments to illustrate advantage of one performance process over another, in reality it does not work. You can say that for a given process you have a noise and a target (attractor) - standard Markov process - and you are probably right. The catch 22 here is that in spite of long term targets the results are valid only over short period of time which brings as back to short term projections. Intel does have an advantage but that is not technology (sorry Yousef) or current production capacity but rather cash reserve. Technological advantage and capacity (regardless if it is amd or intel) should go into noise part of the formula. It is sad but true. I Have to say that amd is very imaginative when addressing that problem and keeping cost/size down is one part of it. Increased market share and virtual approach are helping too. If (and that is big if) amd would manage to keep it up then they would be ok. Just my 2 cents Regards -Albert