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Politics : Formerly About Advanced Micro Devices
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To: JBoyd who wrote (36986)9/11/1998 10:39:00 PM
From: Maxwell  Read Replies (6) of 1570471
 
JBoyd:

<<As an AMD shareholder, I'm all for this. The K7 just might be the ticket to 30% market share, but I'm not holding my breath.>>

I just saw Intel new roadmap

dailynews.yahoo.com

dailynews.yahoo.com

Here is what I note:

A) Throughout 1999, Intel will use PII core in all of its product.
B) Katmai will be released in March
....450MHz is going for $575 and 500MHz going for $825
C) Intel will release the mobile Pentium 300MHz MMX for $185.

Comments:

1) Intel is the ONLY company that is releasing new chip that is SLOWER than the new chip (Pentium 300 vs CeleronA 266). Their engineers are just absolutely BRILLIANT.

2) I expected Katmai to hit in Jan. 1999. But the release date is March. By then AMD would have over 15million 3DNOW chips in the market. This is much better than I had hoped. Also Katmai is not very affordable as you can see. K6-2-300 is now selling for $110.

3) Sharptooth (K6-2 with integrated 256K) will give the PII with integrated 256K cache a run for the money. This baby will be selling like hot cake in Q1 1999.

4) K7 will be the world fastest X86 CPU in 1999. K7 logic core is significant superior to K6 and K6 already matches PII.

207.82.250.251

5) Intel will confuse the hell out of the consumers by next year. They call their similar products too many things. For AMD it is just K6-2, K6-3, and K7 (low-mid-high).

K7 will be the ticket that takes AMD beyond $40/share by next year. AMD will do very well this year and next.

Maxwell
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