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


To: Brian Hutcheson who wrote (42428)11/30/1998 7:24:00 PM
From: Tenchusatsu  Read Replies (4) | Respond to of 1573150
 
<I fully agree with Tom's comments regarding Intel hoping for AMD to have a production shortfall (it is Intel's only hope).>

As opposed to:

1) Getting to 0.18 micron process first
2) Possessing KNI which will be superior to 3D-Now
3) Possessing advantages in sheer production volume
4) The option to raise the Celeron mark without much warning
5) Willamette (and maybe Deerfield in the very far future)
6) No debt
7) A proven record for reliability and availability (what, no AMD servers out there?)

None of these advantages are based on the hope that AMD trips over its own shoelaces.

By the way, Herr Uberclockermeister also predicted before the release of the Pentium II that AMD's K6 will be faster clock-for-clock. That was back in the spring of 1997. This prediction has yet to be fulfilled. (But hey, AMD sure has a great price/performance ratio, no?)

Tenchusatsu



To: Brian Hutcheson who wrote (42428)11/30/1998 7:24:00 PM
From: Gary Ng  Read Replies (1) | Respond to of 1573150
 
Brian, Re: If you can wait there is a lot more upside to this stock .

While I can wait, I am considering switching to DELL or do some
Christmas shopping.

Gary