Replies to post #64220 on Advanced Micro Devices Inc (AMD)

[ChrisC_R]

Gee, Wonder if this is part of Smooth's Intel-defined "CRUSH" program, "the likes of which you are just starting to see....":

"What do we have overall? Late, slow, underperforming chips with cracked technologies. IBM must be giggling like mad, because even if Power 5+ falls flat, there is little hope of the Mont- twins doing much other than vainly shooing for being in the same class as the current IBM offerings.

We believe SGI has an out strategy, and I think it will be a much better product when it arrives than the current IPF servers. It will appeal to a much wider audience, and in my view only really has upsides. HP on the other hand has its back to the wall. The other smaller vendors are faced with a late chip that hit the market with a whimper and underperforms their cutthroat competition.

The next version of the 'saviour chip', IE the wait till the next one, we really mean it this time chip, Tukwila is slipping like mad, and smart money has it not making 2007. Even if it does, where does that leave Montvale? 2007 is Power 6 time. I would say the competitive landscape has a vista of jagged and dangerous rocks, pitfalls and swamps. Intel and HP both of lengthy contractual obligations which means that these mariners on the ocean of enterprises have to live with loquacious albatrosses.

The last I heard, Intel's Poulson project was internally de-funded, but that is not a definite, and can be reversed. That could be undone. IPF's future looks pretty shaky. µ"