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Politics : Formerly About Advanced Micro Devices
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To: Paul Engel who wrote (50257)2/21/1999 1:24:00 AM
From: Ali Chen  Read Replies (6) of 1580569
 
Ok Pal, let me give it a try:

<They have to jack up the K63 voltage.>
----They refined and re-qualified process to achieve
reliable yield at 400 and 450MHz;

<Katmai Ne wInstruction momentum is building.>
----KNI appears to have no advantage over Intel FPU on realistic
workloads;

<3DNOW is NOW a second rate gaming crutch for a slow AMD FPU.>
----AMD 3DNow is built in compilers and is gaining momentum;
KNI is only "building momentum".

<They are lowering ASPs.>
----They are gaining market share...

<They are losing money>
----during the standard business practice in market share war;

<They got Gateway Business by lowering ASPs even MORE.>
----They got extra 10%, now total 90% of largest PC OEMs;

<The K63 will be announced with only Compaq and 2 no-names as customers.>
----Who cares if the customer has no name as soon as they willing
to pay premium price for a processor that performs one speed grade
better than overpriced Pentium-II;

<The K7 has no announced support.>
----K7 does exist and operates at 1.6V;

<Flash is tanking>
----1.8V, 100ns 8Mbit flash is in full production, research leads
towards 0.9V flash memory...
amd.com
amd.com
(ULTRA_NAND flash with 100,000 cycles of operation and 10 years
data retention)

<Vantis is tanking.>
----but embedded processors are always profitable and will
migrate onto K6 platform...

<Headquarters is rented and the rent comes due each month.>
----cost saving on building maintainence is huge...

<The RF department was parted out.>
---- instead, AMD supplies controllers for affordable Home Phoneline Networking:
amd.com

etc., etc.

Happy woodworking in your hovel, Pal.
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