Advanced Micro Devices Inc (AMD)

[marcotte_2000]

Smooth. Phil Hesler had an answer for that argument

Question:
It seems that Intel has got a lot of different products coming right out of the gate in 2006, whereas--and this is the perception by some analysts--AMD will still be sitting on the same technology early next year.

Answer:
Hester: I give Intel great credit for creating a myth. (laughs)

They've canceled a heck of a lot more projects than we've canceled. What I hear is the other guy is showing stuff that they're not going to ship for six to nine months and then comparing it to our stuff that's shipping today. What we showed in the analyst meeting was a road map that says, "Look guys, we have a track record of delivering improved performance every quarter." And so, if they're showing stuff that's six to nine months away, that's two to three of our steps away. And so, if they're having to show six-to-nine-months stuff against ours and saying it's kind of competitive to what we've got today, then by the time we get there, the shipping gap should be the same as the shipping gap today. So Intel, show me what it is that you're specifically going to deliver to the market that changes this.