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Politics : Formerly About Advanced Micro Devices
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To: Tenchusatsu who wrote (51970)3/8/1999 10:19:00 PM
From: kash johal  Read Replies (2) of 1579480
 
Tench,

>Re: Intel knows very well the threat that the K7 poses. They aren't
>stupid or wishful thinkers, you know. Intel will likely counter with
>a faster MHz ramp-up of the Pentium III. Cascades is also around the
>corner, the 0.18 um successor to Tanner, and with 1 MB of on-die L2
>cache, the off-chip cache of the K7 could be a liability. Of course,
>AMD will most likely graft an L2 cache onto the K7 die as well, but
>the question is when, and how long after that before Merced and
>Willamette are released?

I agree that the K7 will be a real threat.
The key is wether AMD can produce them.
IMHO they will be able to sell everyone they can make and prices should be reasonable.

>Here's another question: What will AMD do to answer Intel's war cry
>to reclaim retail marketshare? AMD can't just cry to the government
>and hope that their problems will just disappear.

I think that the consumer has spoken. They prefer the K6 to the Celery. And as the PIII 3d stuff gets out, it will help the K6 as it has its own version of 3d Support. IMHO the Celery will not be too successfull except for corprate users who want a cheap low end PC with Intel inside. In fact that's where the great majority of Celery's are going right now and not into home machines. Over time as the K6-III becomes the entry level machine in 0.18 micron it should rule the home space. I see 500-600Mhz 0.18 micron K-3 as being low end within 6-9 months with ASPs in the $100 range.

Regards,

Kash Johal
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