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Technology Stocks : AMD:News, Press Releases and Information Only!
AMD 238.53-6.8%12:05 PM EST

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To: Yousef who wrote (3312)12/31/1997 8:04:00 PM
From: StockMan  Read Replies (2) of 6843
 
Yousef,
Re -- AMD will ship their .25um CPU's later in '98 and
will be 2 speed bins behind Intel in performance.

Nope, they will be about 3 speed bins behind and a max of 333Mhz when they start shipping in vol. This is because in addition to process limiitations, there are, I suspect design limitations on the K6.

Re -- AMD is competing with Intel in the "lower margin" <$1000 desktops ...

Unfortunately this will come to an end in 98 too, because, Intel is redesigning the sub-1000, sub-500 pc's and most likely will be around slot 1. Inclusion of AMD in these pc designs won't be a factor, to the contrary.

At best AMD will be selling a niche product (like cyrix mediagx), and nearly out the X86 CPU business by the end of 98.

Stockman
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