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IA-7: Part INov 08 '00 (Updated Nov 09 '00) Write an essay on this topic.At about the fortnight of Pentium IV's release, and within a two month radius of Athlon's new "Palomino," the plots narrows down to the well-tamed drama of do-or-die. The battle of seventh bout demands consequence in bloodshed or death of either Intel or AMD. AMD must win. Truthfully in gaining market share, but its cannibalizing on no foreign flesh. AMD has a state-of-the-art Dresden--dubbed "Fab30"--to ramp out Athlons and flash, but still, its CPU revenue is only half of Intel's, as is its market share--15-20% vs. Intel's 60-70%. If Intel's P4 do succeed, then this almost "philanthropist-like" company, very rare/odd in capitalism, is heading toward a diminishing arc. With the advent of Intel Intellectual Patenting Machine, the room for AMD is getting narrower; a complete-monopoly. Intel needs to win. Capital wise, Intel remains the undisputable champion; but capital cannot ensure the crown: Athlon/K7 is a superior core, well designed and beats Intel's venerable P6 hands down; K7 was AMD's "Final Fantasy"--in equal disposition with the game developer too. They succeed, the market cracks open a rift, showering AMD with well deserved and highly sought reward ($$$$M). AMD's presence is felt; executing five straight fiscal quarters of profits; Gateway, IBM, and Compaq, but not Dell heeded to AMD's prowess--Intel/Dell conspiracy theories let roam free. Intel, compounded with its own "blundering of/to death," Pentium IV must be a success. Well, is it? A classic twist, two fronts, two schools, and two possibilities, equally appealing, and plausible. Epilogue: In verisimilitude, PIV is a failure--announcement, forum, websites..., but by launch date, don't be surprised if that PIV bench beyond the newest Athlon... Or change "don't" to "you won't." Till Part II. --Chal  |
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