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

To: Tenchusatsu who wrote (42431)	11/30/1998 7:31:00 PM
From: Brian Hutcheson	Read Replies (2) \| Respond to of 1573215

Ten , yes I agree re. Intel's advantages , no debt etc. But then Intel stock is valued as if it had all these advantages plus a monopoly which it no longer has . Don't forget we are talking about a $1270 stock vs a $28 stock . Wake up Ten ! Brian PS your Intel bias really showed on that post <VBG>

To: Tenchusatsu who wrote (42431)	11/30/1998 10:54:00 PM
From: Ali Chen	Read Replies (3) \| Respond to of 1573215

Tench, <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.> And he was damn right. The K6-200 beat the crap out of Pentium-Pro-200 at that time in any business benchmarks. Check your facts. <(But hey, AMD sure has a great price/performance ratio, no?)> Sure AMD has. No wander. And will have. <7) A proven record for reliability and availability> Here we are again, you never learn. Sure, the FDIV-bug was reliably reproduceable. The FIST flag error (or whatever) was also readily avalable. The F00F deadlock is still available in many P5 computers, MMX included... The Xeon ECC contention was more obscure, I am ready to agree here. <1) Getting to 0.18 micron process first> Who cares if all the FET advantages will be eaten up by sloppy obsolete interconnects. Instead of gaining the theoretical 2X, you must be lucky to get 40% speed increase. <2) Possessing KNI which will be superior to 3D-Now> Will it be? Or "make it so"? <5) Willamette (and maybe Deerfield>... Are we supposed to cream out pants right now? "Slow train is coming!" Remember that motto of Intelfelons? It is coming, and still coming, and market share are coming out, and out of Intel...

To: Tenchusatsu who wrote (42431)	12/1/1998 11:30:00 AM
From: Tony Viola	Respond to of 1573215

Tenchusatsu, >>>7) A proven record for reliability and availability (what, no AMD servers out there?)<<< Don't forget serviceability, all adding up to RAS. Tony

To: Tenchusatsu who wrote (42431)	12/1/1998 2:24:00 PM
From: Maxwell	Read Replies (5) \| Respond to of 1573215

Tenchusatsu: <<1) Getting to 0.18 micron process first>> As if Intel is the only one to know how to get to 0.18um. Nonsense. It will be awhile before Intel can covert all 4 fabs to 0.18um. Like I said Intel is like an oil tanker. It takes a mile to make a wide turn. <<2) Possessing KNI which will be superior to 3D-Now>> How do you know KNI is superior to 3DNOW? Have you seen the full potential of 3DNOW yet? Eventually the limitation will be the memory bus and K7 got a 200MHz bus without using RDRAM. << 3) Possessing advantages in sheer production volume>> Yeah with twice the die size of PII compared to K6-2, 2 fabs of INTC is equivalent to 1 AMD fab. Next year AMD will have 2 to match 4 INTC fabs. Till Intel goes for local interconnect Intel will never achieve the density as AMD. <<4) The option to raise the Celeron mark without much warning>> Everytime Intel does this AMD without warning introducing 2 speed grades higher than CeleronA. Can't wait till AMD fire the 433MHz and 450MHz up then the 466MHz and 500MHz. K7? That is another story. <<5) Willamette (and maybe Deerfield in the very far future)>> Can't wait till the Willamette in 2nd half of year 2000. Hopefully it is Y2K compatible. But first I suggest Intel to hire Elmer to assist the Intel speaker to flip the foils at next MF. That will be a good start. <<6) No debt>> Without incentives to innovate INTC is buying all their shares back to bail out the executives who want to sell their shares. <<7) A proven record for reliability and availability (what, no AMD servers out there?)>> Just what I predicted. This must be your best shot. Remember that Intel was at one time in AMD situation with no experience in server. To succeed in this business you got to have the technical expertise, big boys to back you up, and the will to succeed. AMD got all those elements. ____________________________________________________________________ What has happen to you Ten? You used to be somewhat objective. These days you seem paranoid. Maxwell