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Politics : Formerly About Advanced Micro Devices

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To: Steve Porter who wrote (61563)6/12/1999 2:21:00 PM
From: grok  Read Replies (3) of 1573817
 
RE: <The K7 is an awesome design. Now it has to be made, marketed, sold, etc... You can acknowledgge the K7 is a good design and it would mean nothing other than that..>

Yes, there are still many ways that AMD can screw up again. But they seem to have 0.25u under control now and K7 looks like it is meeting target. There is still risk of finding some hard to detect bug in K7 or chip set but, otherwise, it looks like K7 will begin ramping soon and probably achieve consistantly growing volume. Big hurdles ahead will be 0.18u and Dresden.

But Intel also has hurdles and maybe they are low hurdles but there are more of them: Coppermine, Camino, Rambus, Willamette.

I think that the overall sweat ratio has shifted and Intel is sweating more now. However, this may bring out the best in Intel. It will be interesting to observe how they execute under outside pressure after being in command for many years with only inside pressure to drive them. I'm expecting a really powerful battle coming up soon.
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