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

To: Elmer who wrote (38152)	10/5/1998 12:24:00 AM
From: Yousef	Read Replies (1) \| Respond to of 1573927

Elmer, Re: " No matter how many times they do it to you (Jim), you keep believing next time it will be different." Good point, Elmer ... You know that Xmas is coming up and now I know what to get Jim. <ggg> Make It So, Yousef

To: Elmer who wrote (38152)	10/5/1998 12:29:00 AM
From: Maxwell	Read Replies (2) \| Respond to of 1573927

Elmer: <<Intel publicly demonstrated a 804 mhz PII on .25u for all the world to see. >> Was that cryo cooled 0.25um or 0.18um process? No hype here. Maxwell

To: Elmer who wrote (38152)	10/5/1998 1:15:00 AM
From: Jim McMannis	Read Replies (1) \| Respond to of 1573927

Elmer, These stocks don't know who we are. I never fall in love with them. If AMD doesn't do what I expect them to do this quarter I'll back out. So what was your earning prediction? Concensus is (.20) break even beats that by .20 and wall street will like that. Jim

To: Elmer who wrote (38152)	10/5/1998 10:25:00 AM
From: Ali Chen	Respond to of 1573927

Elmer, <Intel has no need whatsoever to show their hand. AMD on the other hand has every reason to hype their vapor.> Do you have any evidence of this? Where did you see any official hype (volunteers on this thread excluded)? It is very apparent that you are wrong here, the facts tell us exactly the opposite. You are confusing three things here: technical advances, business execution, and stock performance. First, the available data tells us that for the 2.5X K6 pipeline stage complexity AMD makes out 350MHz commercially while Intel core tops at 500Mhz only (see data on overclocked Celerons, to exclude possible cache speed excuses). This gives you an approximate idea that the AMD "process technology" is not so bad as Yousef wants you to believe. On the contrary, it seems that the overall technology (gate microarchitecture, tracing, layout, etc) looks rather more advanced than at Intel: 350*2.5/500=1.75 Therefore it is understandable why it is Intel who needs to demonstrate their "advances" to public in order to sustain Street faith and maintain stock prices (so that executives can profitably cash out). The avalanche of hype-like publications steaming from Intel also speaks for this need, not to mention their roadmap of essentially same chips dressed in few flavors of caches. AMD, on the other way, is quietly making devices at higher and higher speeds, in quantity, gains new BIG quality OEM (Sony). The K6-350 machines from IBM, HP, CTX are hitting store shelves everywhere. If you want to call this as hype, be my guest. Incidentally, I don't see any more cries about "slow train is coming" from our domestic Intelafelons. It rather looks like the "slow P-II luxury train" is left behind, and other trains are rolling the rails - the AMD K6-2, M-II-300, and AMD K6-3 is arriving soon. In conclusion, it is Intel who desperately needs and relies on public reaction to sustain their stock price. If the Street has historical doubts in AMD, this is a different problem and different story. But remember, every dog has a day ....