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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Tiley who wrote (32382)	5/3/1998 11:33:00 PM
From: Maxwell	Read Replies (1) \| Respond to of 1571848

Manish: Your concerns all have merit. I just want to add a few points <<3) Diverging instruction sets - again you've lost sight of the reality here. Too many more powerful competitors have tried this and failed. AMD can attempt this only after they're stronger and have more pull in the industry.>> The difference is that MSFT is supporting AMD. They write the DirectX 6.0 for AMD and pulled the project in by 6 months. This has never happened before. <<2) Forget the server side - you've got to be kidding. This is Intel's highest margin business today and the fastest growing. If AMD wants a high ASP they have to go after the high ASP markets. AMD has been competing on the lowend all this while and all it has gotten them are more losses and more spectacular failures.>> AMD can't compete with Intel on the server side. The K6 is weak in the floating point. Perhaps we will see that when the K6-3D+ and K7. I heard that both CPUs support multiple processors module. <<I think one mistake in your overoptimistic assumptions about AMD is that you're assuming Intel is sitting idle. I know enough folks in both the companies that I am pretty confident that Intel will continue to be ahead at least this year and when the Willamette arrives, the x86 game will be over - the future is already secured with Merced.>> INTC will not sit and has not sat idle. They are doing everything to stop AMD. They even sacrificed their brand name by throwing a bone to the market, the Celeron. I expect both companies to compete aggressively throughout the year. By year end there will be excess supply over demand in term of x86 cpus. Why do you think the Willamette will kill AMD? What is Willamette? How is it differ from PII? Can INTC sell Willamette for $100? If not then AMD will not die. Do you know what the Merced is? From talking to the HP folks the Merced is full of hype and not as great as everyone think it is. This is why HP is designing the second generation of Merced. Those HP designers think very little of the Intel designers. Do you think the Merced will sell for $100? If not then every household will not have a Merced. Even if the Merced is out Microsoft will not have the 64bit OS till many years later. Maxwell