SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Advanced Micro Devices
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Process Boy who wrote (65575)7/15/1999 4:20:00 PM
From: kash johal  Read Replies (2) of 1573826
 
PB,

Re:" You're utterly convinced that Coppermine won't be competitive with K7, eh?"

The big unknown with Cumine is the benefits of RDRAM and camino 820.

If the Cumine performance is not much above a similarly clocked PIII600 then Intel is in deep trouble.

If new core+RDRAM+820 adds 5-10% to the performance then Cumine may well be competitive.

Either way AMD won't have enough volumes till Q1/Q2 2000 to where it will matter much.

The key is even 1M K7's in Q4 will do a lot to help the company breakeven.

Once they start building 2-4M/Qtr is when the big issue of Corporate sales arises.

Regards,

Kash
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News