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

To: Elmer who wrote (80228)	5/18/2002 2:24:29 AM
From: Dan3	Read Replies (1) \| Respond to of 275872

Re: It should be pretty obvious that as the features get smaller and smaller and the R&D costs get bigger and bigger... I don't know what planet you've been living on, but here on Earth what has happened features got smaller is that AMD has doubled its market share at Intel's expense. AMD set the present memory standard, DDR. AMD set the present interconnect standard, hypertransport. AMD is in the process of setting the 64-bit standard. AMD led the way to copper interconnects. AMD is in the process of leading the way to SOI. Intel blew it on Rambus. Intel was a year late to copper, and is close to 2 years behind in SOI. Intel is in the process of throwing away what remains of its franchise on the Itanic - as the market makes its inevitable move to 32-bits, Intel is moving itself out of the CPU business. The fact that AMD has just introduced a higher performing, much more reliable, lower cost flash is just icing on the cake. Over the course of this calendar year and the next, AMD/Fasl is increasing its output of better performing, more reliable, less expensive flash, 10 fold - 1000%. Intel has no competitive flash technology, its mainstream processors are dead ended at 32-bits, and its 64-bit CPU technology is the mutated offspring of a laboratory experiment. Without binaries from multipass, data optimizing compiler code like that used in canned SPEC runs - impossible in normal, production software - Itanic performance is terrible and it continues to be a large, very expensive chip to produce. Intel is facing brick walls in CPUs and flash. They've built all these great FABs (at very great expense), and haven't anything to produce in them. Univac, Wang, Osborne, and now Intel.