Formerly About Advanced Micro Devices Message Board

STOCKTALK

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 Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Greg Strzegowski who wrote (3143)	11/20/1996 10:02:00 AM
From: AK2004	of 1582932

Greg I do not have any specifics I just combined few different sources about comdex. As you know analysts who are one of the most negative about amd and positive about Intel are from Bear Stearns and this is what they had to say: *** We saw an impressive demo of its K6 against a 200 MHz Pentium Pro, but we expect to see faster performance from both Pentium with MMX in 1Q97 and Pentium Pro/Klamath in 2Q97 which also includes MMX and faster speeds). AMD noted that it is not completed all of its compatibility testing on K6 yet, which adds a level of risk to the process given the complexity of an 8.8 million transistor chip. * Best market opportunity: portable market since AMD's K6 could offer better performance to notebooks; Intel's Pentium Pro and Klamath run too hot for notebooks, although we know that Intel is working on a stripped down Pentium Pro for the notebook market. *** No change in our estimates at this point I do not really know what it means in terms of numbers. BTW is k6 going to run actual 200Mhz or Pentium pro equivavlent? I thought it was actual freq of 180 and 200. And k6-200 should outperform PPro 200. I still think that it is continue to be high risk. But I have to admit that it looks better and better every day. Regards -Albert

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next