Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Time Traveler who wrote (32150)	4/24/1998 12:09:00 AM
From: Maxwell	Read Replies (1) of 1586201

Time Traveler: << Let's take a few moment to digest this: 20M Slot-I versus 2M super Socket-7. Think. Think. Think.>> Here is the logic: Last quarter half of the revenue of INTC CPU is of SLOT 1. Since PII is at least twice as much as Pentium then last quarter about 60%+ of CPU shipped from INTC is socket 7. I estimate 70%+ is about 15M and AMD made 1.5M = 16.5M in Q1-98. INTC said that they would stop making Pentium by the end of Q2. I estimate INTC will ship 11M Pentium in Q2 and AMD ship 3M = 14M socket 7 in Q2-98. In Q3 INTC will ship 5M Pentium and AMD will ship 5M = 10M in Q3-98. By Q4 INTC will ship 2M Pentium (mainly mobile), AMD 6M, Cyrix 2M, IDTI 1M = 10M socket 7. Summary Q1-98 16.5M Q2-98 14.0M Q3-98 10.0M Q4-98 10.0M There are plenty of socket 7 chips around to make MB makers happy for the rest of the year. Only big MB makers will survive. Smaller manufactures will move to PII. Thus your figure is way off. The super-socket 7 motherboards of 100MHz will be announced the same day as the K6-3D. There will be quite a few of them. If you think the performance K6 super socket 7 is slow then read anandtech.com Then you make the conclusion. Don't underestimate the socket 7 and the K6 and K6-3D. Both CPUs have superior logic core than PII. Maxwell

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