Replies to post #46426 on Advanced Micro Devices Inc (AMD)

[mmoy]

Heh, you guys just don't like facing the fact that when
Intel flips the switch on EM64T for its desktop chips it
will probably put far more 64 bit chips into the market
place in its first quarter of sales than AMD has in total
since day one.

Should be interesting to see what that does to Pentium M sales.

[fastpathguru]

Heh, you guys just don't like facing the fact that when
Intel flips the switch on EM64T for its desktop chips it
will probably put far more 64 bit chips into the market
place in its first quarter of sales than AMD has in total
since day one.

Let's presume you're right.

The product would still be a ripoff of AMD's.

It would only sell into a market primed by one or more years of AMD's trailblazing.

What then? Intel would then have a ridiculous mix of underperforming and/or feature-lacking chips with no hope of catching up until 05, while AMD's manufacturing strategy of supplying all segments with essentially the same, superior core kicks into high gear, at the beginning of the 90nm process's ramp in volume and performance.

Anheiser-Busch sells tons and tons of Budweiser. That doesn't mean it's good, some people just set the bar real low...

Give me Sam Adams any day.

fpg

[jhalada]

chipguy,

you guys just don't like facing the fact that when
Intel flips the switch on EM64T for its desktop chips it
will probably put far more 64 bit chips into the market
place in its first quarter of sales than AMD has in total
since day one.

More interesting angle to you should the marketplace has decided that AMD64 is a superior instruction set to Intel's EPIC in Itanium.

The evidence of this is the popularity with the customers. The volume of AMD64 processors is soaring. In it's short life, it has already surpassed Itanium, and will see unit sales of 2x to 4x that of Itanium in 2004 just in the server market. In 2005, the ratio will probably be between 10x and 100x that of Itanium. Including desktop and workstation sales, AMD64 sales will probably exceed Itanium sales by factor of 10x this year.

Any decision by customers to go with Itanium will soon be judged as a costly blunder. I guess the rule that you can't get fired for buying Intel is about to be changed.

Joe

[Milo Morai]

Man behind the curtain. http://www.fool.com/News/mft/2004/mft04092718.htm