Replies to post #1459 on Intel Corp (INTC)

[SemiconEng]

John, you and wbmw must be having funky (I don't want to use the other word ) dreams about AMD going out of business.

Charles Gryba....... Welcome to iHub!!!!
(You're signature gave it away)

:-)

I don't want AMD to go out of business. So far, AMD has been very successful..... in keeping the DOJ off of intel's back. The only thing I really miss, is Jerry Sanders proclaiming that AMD is taking share away from intel. It was the best shield intel had...... Sigh, oh well, maybe Hector will be more vocal in the future.

Semi

[fowler]

C,

They may well survive, but the trend isn't their friend. AMD needs Hammer volume, asap. And they will still have a marketing battle, there is no proof that Hammer will be accepted by the end user. If the current technology slump extends past the first quarter of next year, AMD's balance sheet is not going to be attractive to their creditors.

John

[wbmw]

C, Re: There is x86-64, HT, up to 32-way multiprocessing, on board memory controller ( maybe dual core ), a bunch of partners (motherboard and OS) having the infrastructure ready.

There is a big difference between what's on PowerPoint presentations or in demonstrations, and what can be successfully manufactured and marketed. AMD could probably get a decent Hammer product out and ramped to high volume eventually, but Intel won't be standing still during this time, and the more they stall, the less competitive their product becomes. The performance story is also something up to debate until we can see some real measurements. There's too much hype to sort out the facts from the fiction, and all the while, little snippets of bad news bubble up from various sources on internal problems that AMD is having with manufacturing or design. You also can't assume that these losses hasn't hurt AMD's ability to deliver on either their short term or long term roadmaps.

wbmw

P.S. Are you "Constantine"?