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

To: fyodor_ who wrote (79289)	5/3/2002 11:05:46 PM
From: Dan3	Read Replies (3) \| Respond to of 275872

Re: This isn't an integrated NIC, it's a device to process TCP/IP frames (after they have been received by the NIC). The AU1500's listed expected uses include "internet infrastructure products such as routers and line cards." It's an embedded processor that's perfect for such tasks - and it integrates in two NICs, as well, making it "even perfect-er." :-) The fact that AMD had a component last quarter that can do in one chip what Intel hopes to be able to do with two or three (one or two nic interface chips and a dedicated processor chip) next quarter, doesn't take away from the elegance and utility of AMD/Alchemy's design. It's all part of a pattern that's become more and more common in recent years. Intel starts pushing strata flash and AMD comes up with mirror bit. AMD starts pushing the AU series of embedded processors and Intel comes up with "TOE." Intel buys an 8-way chipset design and AMD comes up with one in-house. The interesting thing about these two companies is that they seem to be so much better than any others in the industry. They've squeezed out the other CPU makers, they're in the process of squeezing out the other flash makers, and now they're going after the embedded processor and networking markets. The fact that AMD, at one seventh Intel's sales and one fiftieth its market cap, keeps up so well is amazing. In 1998 AMD had less than a tenth of Intel's sales, now they have more than a seventh. Do you realize significance of AMD having demoed working SMP Opteron systems? Going to 4 or 8 processors with Opteron's glueless architecture requires no additional chipset be designed (or Fabbed, or bought by buyers). The hypertransport links work for SMP linux and SMP windows .net. AMD is looking good to ship 4-way and 8-way systems next year with order of magnitude price/performance advantages over competing systems from Intel, SUN, and IBM. It's no wonder why Microsoft is willing to provide support. That's enough bang for your buck to buy some market share, even in the ultra conservative server market. It's the kind of ratio that let Intel's "toy" systems get into the server room past the Unix-forever types a decade ago. AMD is now going toe to TOE with Intel in desktops, mobiles, servers, embedded, flash, and network edge processors - and gaining share. Meanwhile, AMD's stock costs 1/50 as much as Intel's does and AMD has already grown to 1/7 Intel's size. I see Intel in a position similar to that of General Motors in 1973, and AMD's position as similar to Toyota's at that time.