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Technology Stocks : Intel Corporation (INTC)
INTC 40.34-2.6%Dec 8 3:59 PM EST

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To: gnuman who wrote (43457)1/3/1998 5:38:00 PM
From: Joseph Pareti   of 186894
 
To all : AMD K6 challenge.

This was said by (I believe ) Vinod Dham, soon after the k6 announcement :
,the AMD-640 chipset is to ensure the socket 7 is at the leading edge over time.
Enhancing the competitiveness of the Socket 7 will provide PC manufacturers
and resellers with the advantage of fast time to market. It will
enable 6-th generation systems to be delivered at an affordable cost
using existing lw cost infrastructure."

( i.e sing the praise of socket 7 for ever )

Later on, at the Microprocessor forum in October 1997 Atiq Raza, AMD chief
technology oficer was reported to say :
, We would prefer to have the INTEL bus, but AMD agreed they would have
its own bus protocol.
We will try for the motherboards standards to be the same as what will
be for Intel processors. So the form factor, the layout, and in a localized
way, we will make the appropriate changes. Even the mechanical
structure with which the microprocessor connects to the motherboard
is intended to be mechanically identical to Intel. ,

My take is SEC is the ,road ahead", addressing large bandwidth
applications , beyond some Win-marks that AMD quotes to support the
(price/performance) advantage of k6.

In the end, EVEN ON A TECHNICAL BASIS
(e.g. besides the yield problem ) Intel will blow AMD away, IMHO
Short term it might be different, and this is what I 'd like
to understand by putting together
best-in-class brains like Gene's :-)
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