I'd be more worried about "Bye Bye AMD..."
As I posted in another forum yesterday:
<A HREF="http://www.amd.com/us-en/Corporate/VirtualPressRoom/0,,51_104_543_1991~55829,00.html" target="_new">AMD 3rd quarter financial results</A>
"AMD (NYSE:AMD) today reported sales of $508,227,000 and a net loss of $254,171,000, for the quarter ended September 29, 2002."
"Third quarter sales declined by 34 percent from the third quarter of 2001 and by 15 percent from the second quarter of 2002."
"Excluding the effects of restructuring and other special charges, the 2001 third quarter loss was $97,424,000, or $0.28 per share."
“PC processor sales of $262 million for the quarter declined by 31 percent from the $380 million reported in the second quarter of 2002."
"AMD memory sales of $189 million were up 8 percent from the $175 million in the second quarter of 2002. For the second quarter in a row, AMD Flash memory bit shipments reached an all-time record level."
<A HREF="http://www.intel.com/pressroom/archive/releases/20021015corp_a.htm" target="_new">intel 3rd quarter financial results</A>
"Intel Corporation today announced third-quarter revenue of $6.5 billion, up 3 percent sequentially and flat year-over-year."
"Third-quarter net income was $686 million, up 54 percent sequentially and up 547 percent year-over-year."
"Third-quarter net income excluding acquisition-related costs1 of approximately $108 million was $768 million, up 24 percent sequentially and up 17 percent year-over-year."
"Intel Architecture microprocessor unit shipments were higher.
Chipset unit shipments were higher.
Motherboard unit shipments were approximately flat.
Flash memory unit shipments were higher.
Ethernet connectivity product unit shipments were higher."
By the time the Clawhammer (0.13, 256k L2, DDR I) comes out it'll be competing agaist the Prescott (0.09, 1024k L2, 4x166FSB, DDR II) and Madison. Forget the benchmarks against McKinley (Itanium II) and Northwood Xeon 2.8 chips and start looking for Prescott, Madison (IA64 Itanium III), and Deerfield (IA64 "celeron") benchmarks.
edit:
And I'm sure <A HREF="http://www.tomshardware.com/mainboard/02q4/021017/index.html" target="_new">VIA and AOpen are thrilled now that they have a board that's useless for the next 10 months</A>.
- JW
<P ID="edit"><FONT SIZE=-1><EM>Edited by JCLW on 10/17/02 05:50 PM.</EM></FONT></P>