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

To: muzosi who wrote (118273)	4/4/2004 12:57:35 AM
From: Dan3	Read Replies (1) \| Respond to of 275872

Re: i think it's insane to have a 1000 pin device with force-fit insertion no matter where the pins are. It's just stunning the way Intel has made the wrong decision pretty much every chance they got during the past few years: The LGA socket. DDR-II too soon. Too long a pipeline. No SOI. An X86 incompatible 64-bit ISA. External northbridge instead of integrated memory controller. No integrated switching fabric for high end machines (no hypertransport). That goofy and expensive to manufacture strataflash technology (no mirrorbit). With their resources, they could recover from 1 or 2 mistakes quickly, with no harm done. But this is quite a mess. They've left open a gap you could pilot a supertanker through, and Hector's piloting the good ship AMD right past the gap, full speed ahead. I think we're all looking forward to an update on how FAB 35 is coming along, at the next conference call. The nickel silicide technology AMD is developing for that FAB has the potential to put them even further ahead.