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

To: DRBES who wrote (92171)	1/12/2003 12:15:37 PM
From: steve harris	Read Replies (1) \| Respond to of 275872

DARBES, Since Athlon, Intel has been unable to catch AMD. Intel modified the P3 to equal the Athlon, I have both. The P4 is a dog propped up with probably more advertising than research. AMD and Intel needs to fix the heatsink mount issues; too many broken motherboards and chips posted in the newsgroups. As Joe and others on the thread work with noise solutions, I would like to add that I want some lower power solutions pursued. I don't see why anyone would want to leave their 2Gig light dimmer switch on all night whether it is a P4 or a XP. I remember the good old days in DOS running ramdisks, an affordable 10gig ram disk for permanent storage would be SWEET. Alas, I still have not added any LCD displays yet, the CRTs are just too cheap not to use. As for AMD common, it will take a while for Jerry's selling at the top to wash out as it will take Intel's execs dumping at the bottom to wash out. And Merry Christmas! Steve

To: DRBES who wrote (92171)	1/12/2003 1:14:28 PM
From: Dan3	Read Replies (2) \| Respond to of 275872

Re: some comments or something to add I think the time frame for Athlon-64/Opteron to become the industry standard is pretty limited - they have to do it by late 2004 / early 2005, when Intel will begin to push some alternative (Yamhill or some sort of X86 compatible desktop Itanic). But I think AMD may very well sell IBM a second source license to produce desktop Athlon-64 - which would support X86-64 being the default architecture in less than 2 years. It would limit AMD's quarterly revenue to perhaps $10 on each of 10 to 15 milllion parts (in addition to whatever they get for 5 to 10 million high end and mobile Opterons they FAB at Dresden). But AMD would have no costs associated with that revenue, and both AMD and IBM would benefit from Intel being "oxygen starved" for a while. IBM has got to be concerned that Intel is close to establishing a monopoly on computer hardware more complete than the one Microsoft has created in software. It would be interesting to see Intel trying to carry their present costs with half their current revenue....