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

To: RDM who wrote (50912)	2/24/1999 11:54:00 PM
From: Time Traveler	Read Replies (4) \| Respond to of 1571414

RDM, Intel's circuit design is superior to AMD. Just ask Maxwell (a faithfully devoted AMD investor) about the speed paths. It takes good circuit design practice to come up with a low delayed speed path. So the chip can run at higher speed. Well, the system architecture I cannot argue about that one. Remember. Intel is there to make money not introducing the optimal architecture to satisfy even the most hard-core computer users. I don't believe Intel investors expect high profits from excellent process technology only. The ability to execute all the necessary steps to deliver a product into a consumer's hand and get the cash from the consumer has to be top-notch. Intel can make money. AMD could do so too if its execution is as perfect as Intel's. So far, AMD's execution is far behind Intel's, and the stock prices do show this parity. The question is. If AMD has not been executing very well and learnt from its past mistakes in the past 20 years, how much confident do you have on this same AMD management? Time Traveler ps. You should not invest in AMD because you think Intel is an evil empire. You invest in a company to make money. Don't get me wrong. I think AMD is a great investment if you know how to ride the wave. This is not a fundamentally sound company.

To: RDM who wrote (50912)	2/25/1999 12:03:00 AM
From: Yousef	Read Replies (1) \| Respond to of 1571414

RDM, Re: "INTEL investors expect high profits from excellent process technology applied to CPU chips." RDM, Intel has continued to deliver "process excellence" ... Remember, Intel is still a couple of speed bins ahead of AMD. BTW RDM, just wait until this summer for the release of .18um CPU's. Also, Does this mean that AMD investors continue to expect "production problems" and "inferior process technology" (tm Yousef) ... Past AMD history suggests that AMD investors are "happy" with that. <ggg> Make It So, Yousef

To: RDM who wrote (50912)	2/25/1999 12:52:00 AM
From: Monica Detwiler	Read Replies (1) \| Respond to of 1571414

RDM : You said To use the same voltage as the Pentium II means no advance in process elegance. What do you call the K6-III in which AMD actually had to make a major INCREASE in the voltage in order for it to reach a speed 100 MHz LOWER than Intel's P3? No advance - of course! In fact - according to your logic - this is a BACKSLIDE in technology. By the way - wasn't the 1101 a 256 bit SRAM , and NOT a 1024 bit DRAM? Monica