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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (63808)	7/1/1999 8:40:00 PM
From: Timothy Liu	Read Replies (1) of 132070

You sure have a negative spin on everything. :) My view on K7 is not as negative (on Intel) as you. With K7, AMD are back in transistor count and MHz game and Intel advantage in process and manufacturing will be overwhelming. How fast can AMD ramp K7? How many K7 can AMD make per year? Less than K6 I bet in a x86 market of 100m CPU per year. Where K7 is selling into AMD needs a lot of convincing to do. Is K7 going to dent Xeon sales? Are IT managers going to buy hundreds of K7 system to upgrade employee desktops? I don't know but my guess is no. Also with the large die size of K7, AMD is lacking a good continuation in the mobile sector where the margin is good. There is a growing tendency for corp america to go mobile if my department is any indication. (Now I have a choice of a desktop or a mobile PC that we can take home, all IT supported.) At the moment, I see Intel gaining back low end shares and K7 impact in the business sector is a question mark. But of course it is my biased opinion. Tim Just my 0.02$

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