Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: kash johal who wrote (45309)	1/10/1999 2:44:00 PM
From: Jim McMannis	Read Replies (2) \| Respond to of 1580442

Kah, Intel has said they are going to find a couple... I wonder what they are. video conference? Photoshop? voice recognition? RE:"I haven't seen or heard of ANY general business application that can be usefully enhanced by 3dNow or Katmai." ---- They will come up with "some" kind of hype. Trust them. Jim

To: kash johal who wrote (45309)	1/10/1999 4:06:00 PM
From: dale sicher	Read Replies (2) \| Respond to of 1580442

Kash, As a plebian member of this AMD thread and with my admittedly limited but growing knowledge about semiconductor technology (growing thanks in part to alot of you great guys out there), here is a rookie observation that is perhaps not totally obscured by die costs, ASPs, voltages, and benchmark tests (all obviously very important details of the industry but not required knowledge for an investor to profit from a chipmaker's stock): It seems to me that discussions here and elsewhere no longer primarily focus on whether AMD's chips are on par with Intel's. It appears that AMD has taken great strides recently and at least for now seems capable of delivering hardware that is (almost?) as good (if not better?) than Intel at a price that is (almost?) as good (if not better?). Again, as a semiconductor rookie, it seems to me that AMD's challenge at this time is not so much one of technology (an eternal ongoing never-ending battle) but one of marketing and promotion and customer acceptance. That is a very good sign. Being an aerospace engineer, perhaps my viewpoint is somewhat skewed, but if I had to choose between one of two evils, I'd much rather have a deficiency with marketing (superior?) quality products than have great marketing of inferior ones. Hype only lasts so long...if engineering can't come through with the goods, then long-term success will not be forthcoming. In my simple mind, marketing, while equally important to a company's overall financial health, is easier than the engineering. In other words, getting the word out is not quite as challenging as getting the product out. So even if AMD's marketing department is currently not as adept as Intel's, if their engineers can maintain their development pace, customer acceptance (and therefore demand and therefore market share) will continue to surge based on AMD's apparently ever-growing ability to deliver high-performance, cost-effective chips.