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Politics : Formerly About Advanced Micro Devices

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To: Paul Engel who wrote (40205)10/27/1998 2:00:00 PM
From: Jim McMannis  Read Replies (3) of 1573207
 
Engel,
Wow, you bit again but I thought you would use AMDs earnings rather than stock price to bash AMD...Keep it up. <G>
You know the Japanese business model don't you? Market share now and profits later.
Let's see...last year, about all AMD could do is 233Mhz K6s on .35 and they had to run it at 3.2 volts (some were even 3.3 volts) to get a yield. The thing dissapated 28 watts and got hot...and yields were poor.
Now they are pushing out 400 Mhz K6-2s on .25u with good yields and they are running cool. The K6-3 is ready and the K7 is waiting to go into production, waiting for a chipset. They also reversed losing quarters and actually posted a gain for Q3. All this our resident process techmeister, Yousef, said they couldn't do. (Maybe he's defected to AMD?).
Meanwhile Intel hasn't increased speed grades for a few months while AMD has jumped from 333 to 400...next is 450.
Tell me Paul, how can a lousy chip like the K6-2, with AMDs lousy process technology...run at 400-450MHz? Unless Intel gets to 500Mhz by the end of the year AMD will have caught them in the Mhz race...how can this be Paul?
Is there a trend here?
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