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Politics : Formerly About Advanced Micro Devices
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To: Saturn V who wrote (57216)5/4/1999 10:19:00 PM
From: kash johal  Read Replies (2) of 1572355
 
Saturn V,

Re: "I agree that in most businesses a Number-2 can make a decent but not necessary spectacular
living. However the Number 2 must play his cards carefully, or else he can be toast. AMD is gradually
withering away and needs to reevaluate reality before it becomes history."

I completely disagree.

AMD is now clearly number 2.

And I suspect that tomorrow we will hear that NSM has dropped out as number 3 in the desktop/server war.

This should allow AMD to pick up inceased market share.

The K7 should be speed competitive with the best that Intel has.

As K7 volumes will be limited in the foreseaable future the Intel will be stupid to dump their higher end ASP's to fight the K7.

The other item that the K7 really threatens is the Xeon.
Folks have speculated that the 1-2Mb Xeons will still have faster server performance than the new coppermine chips.

A K7 will support up to 8Mb of L2 cache similar to the the Alpha's.
The cost differential to AMD of a K7 with 512K and one with 4-8Mb will be under $100 for the SRAMs.

As AMD will likely these K7's at ASP's below $1000 that will still be 30% od Intel's pricing.

Seems like a sure winner to me if they can produce it.

A major price slashing competitor dumping MII's in the $30-50 range will likely go away and new chips that raise ASPs into hundreds of dollars on their way.

Why do you have such a problem with this picture.

Regards,

Kash
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