McMannic - Re: "There was a CXT core mask problem that was fixed"
Geee... aren't AMD's designers supposed to be so much better than those slow poke Intel designers ?
I liked these comments:
"But the real problems begin this year. Intel told analysts yesterday that the company will do whatever it takes to gain back market share lost to AMD in 1998, which means AMD will struggle even to repeat the lower-than-expected revenues reported today in the first quarter. AMD's earnings, in fact, were impacted by a quiet December price cut on Intel's Celeron chips.
And, while the mask problem with the K6-2 is fixed, the current chip architecture may be running out of steam. Sanders said that the upcoming K6-3 chip will hit 500 MHz, but wouldn't predict beyond that. The K6-2 core, which is at the heart of the K6-3, was not anticipated to go this fast in the first place. The Pentium III, by contrast, will be running at over 500 MHz by the middle of the year.
"Normally they shoot themselves in the face, but this time around they shot themselves in the foot," said Ashok Kumar, an analyst with Piper Jaffray. Looking ahead, Kumar added, "Intel has marching orders to get back market share. They will sacrifice prices and margins to do it….It only goes south from here."
Paul |
