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Elmer Phud

10/15/03 8:22 PM

#15167 RE: sgolds #15161

Sgolds -

Every time someone points out that Intel seems to be following AMD in technology, you change the topic to financials.

What was your point, that AMD is ahead in technology? I bet you base that on something from theinquirer right? I see Intel producing leading edge products in high volume with high margins. I see AMD producing mostly lagging technology (XP) while managing to ship small quantities of leading edge products which suffer from serious yield problems. Your idea of who is ahead of who is based on who can introduce the best low volume product regardless of whether or not it can be produced commercially at a profit. If profits are your goal, as in the case of Intel, then you only push the technology as far as you can reasonably produce. You seem to think that's all that's possible for Intel but you fail to realize the difference between the two company's philosophys. Is Intel delaying 90nm and if so is it because of a problem? You naturally conclude it's yes to both because you embrace AMD's philosophy of push everything to the ragged edge and promise the moon regardless of what you can deliver. You assume Intel must think the same way but you fail to consider that they are under no pressure whatsoever to hurry when they are making tons of $$ with their current technology. AMD is not challenging them with their technology in the market place. Maximizing profits is the guiding philosophy at Intel and you aparrently can't conceptualize that. Whatever Intel is doing >>it's working<< and whatever AMD is doing >>isn't<<. You always want to avoid the financial failures and try to make the measure of success something that would best be discussed in academia where business issues play no part. It's the beauty of the idea there, not the profitability of the company.