Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Scumbria who wrote (45034)	1/6/1999 5:19:00 PM
From: kash johal	Read Replies (1) of 1571365

Scumbria, Re: what are the concerns??? I think the concerns are very valid: 1. Due to explosive growth in Servers driven by the Intenet, Intel has an 80-90% margin product (Xeon Family). With this profit base Intel can attempt to cut off AMD at the knees with Celery pricing. 2. Introduction of Katmai. We all know that it is BS in terms of an meaningfull application. But folks who buy computers do not want to buy something that will be out of date or may not run something in a year or two. Look at the success of MMX, it is junk, but you can't buy a CPU that doesn't support it today. The only way AMD get out of this hole is by having chips that are as fast or faster. We know that k-3 and k-7 specs look great, but can AMD yield the fast speed grades over the next couple of quarters. As an AMD investor, I obviously tend to think that they are close to catching up to Intel: k6-2 450 in a few weeks, 333Mhz mobiles and the k-3's on their way. But I can certainly understand why the stock is languishing. I think AMD needs to talk up the Mobile 333's and the upcoming 450's ASAP, and obviously have good Q4 numbers. We shall see what next week brings. Regards, Kash

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