Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: kash johal who wrote (40288)	10/29/1998 1:28:00 AM
From: Paul Engel	Read Replies (1) of 1572924

Kash-No-Data-Racist-Super-Buffoon - Re: " but the FACTS are that Intel is in trouble, BIG trouble." Intel Q398 PROFITS - $1.6 BILLION. AMD Profits - $1 MILLION Big Trouble, all right. For AMD. K6-2 Prices are PLUMMETING Sharpy K6-3 is LATE. K7 - good design for 1997 but mediocre to poor for 1999. Slow L2 cache and huge die size vis-a-vis Pentium II make it much more expensive than the Pentium II but will have only Pentium II performance. Katmai New Instructions render all 3DNOW K6 and K7's incompatible - and poorer performance. Tough marketing job in 1999 after Katmai is introduced. Top OEM accounts already penetrated - IBM, HP & Compaq - very little room for major new account wins ! Fab 30 Expenses are about to start hitting the bottom line - but no FAB 30 output until end of 1999 - and product may be uncompetitive. AMD is headed for troubled times, Kash-No-Data. Paul

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