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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Proud_Infidel who wrote (18039)3/21/1998 1:49:00 PM
From: Big Bucks  Read Replies (3) | Respond to of 70976
 
BK,
Re:<The costs involved in getting one of these to market is too large for INTC to bear alone. And if they cannot do it with the $9B+ cash hoard, then how in he** is AMD going to do it?>

INTC elected to co-develop the Merced with HP because HP has superior
CPU design technology from years of experience with their
workstation products. This apparently was an attempt to merge
technology designs to shorten the "design cycle" time, which cuts
costs and time to market. I think HP has years of experience with
RISC processing design and fabrication, thus the "marriage". I had
heard a rumor (un-substantiated) that due to corporate "cultural" differences/approaches that the marriage had become a divorce. Anyone
heard of this?? Care to comment.

As far as AMD, they will continue to underprice INTC's chips and
nibble away at market share. Once they get their production problems
worked out they will be profitable in the $500-2000 computer arena.
Their next product is targeted for release late this year if I recall
correctly and will be compatible with "slot 1" architecture motherboards, and have built in multi-application functionality like
3d video, sound, etc, much like Cyrix is doing.

BB