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Politics : Formerly About Advanced Micro Devices
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To: Dave Parr who wrote (40974)11/6/1998 12:14:00 PM
From: Paul Engel  Read Replies (1) of 1573849
 
Dave - Re: " But would you agree that there are much greater
possibilities for AMD to do better in the future?"

No.

AMd has always sold chips that will plug into sockets in a market that was developed entirely by Intel.

AMD has no track record of creating their own successful standards.

The 3DNOW is the first attempt and nobody but a few game designers seem to care - and very few of them at that !

With the K7, AMD faces another hurdle - that of creating a whole new infrastructure of Chip Sets, motherboards, BIOS, etc., that will go along with the K7. AMD has never before done this and the potential K7 minor advantages and low volumes may be so small as to make this highly unlikely.

Since the K7 can't piggy back on the Intel-created hardware infrastructure, my guess is that the K7 will achieve the same success as AMD's 29000 RISC chip - interesting for a few applications but destined for the bit bucket in the sky.

The possibility that Intel's Katmai Instructions establishes another standard for high performance processors then leaves AMD's entire product line in jeopardy as being non-standard/incompatible with new software.

The downside risks for AMD are, once again, VERY REAL and VERY LARGE.

Paul
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