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Technology Stocks : Intel Corporation (INTC)
INTC 36.34-0.1%3:59 PM EST

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To: Anthony Mascarenhas who wrote (13643)3/12/1997 10:18:00 PM
From: Anthony Mascarenhas   of 186894
 
All,

Read at your own risk. Stuff on AMD that I posted on the AMD thread. If you need to follow the sequence, the URLs are included.

regards
Anthony

techstocks.com
==================================================================
Gary,
<<I think it is pretty obvious that AMD is "betting the ranch".
Actaully, they have to do that if they ever want to be a major
player in the CPU market....

AMD is trying out a very high risk strategy. If there are any execution misteps we could see bankruptcy very soon unless they can use those fabs for flash memory. In either case this is not good for the Industry, so lets hope that AMD comes out of this OK.

regards
Anthony

techstocks.com
==================================================================
All,
It seems that with AMD deciding to go 100% with the K6 its all or nothing. Either they make it to whatever their conservative internal goals are they could end up in bankruptcy court.
It seems however they may not have any choice, its now or never.
I just hope that the above is not true and AMD has other plans if
the K6 fails.

regards
Anthony

techstocks.com
===================================================================
All,
Tom's hardware page mentions K6 at 3*83 MHz. Anyone know of a motherboard/chipset which supports an 83 Mhz bus? The only official Motherboards are 66 MHz. It seems like Tom's hardware page at
sysdoc.pair.com is either using his own tweaked hardware
which is not reality and spreading false information based on this.

So K6 may run at 3*66Mhz or 200 Mhz which may not compare with
the pentium II

regards
Anthony

techstocks.com
===================================================================
Doug,
None of the top tier vendors use these motherboards. And yes in the future there will be a 100 MHz bus with Intel's Deshutes and maybe with AMD's K6.
The point is if its one of a kind and not used in 99% of the systems it
is only a DEMO and not a viable product at this time.

I think I'll wait to see a reputable source publish benchmarks.

regards
Anthony

techstocks.com
====================================================================
Crossy,
Tom is a hobbyist who presents benchmarks on prototype (non-production) hardware as the real thing.

your points

1. Pentium but not Pentium II. Cross comparing pentium II with pentium and tweaking the bus on the pentium but not pentium II is
very significant. He is comparing apples to oranges and saying that the results are bananas. Why didn't he run the pentium II against the
K6 instead of all these tweakings? Besides system design is very important in benchmarks.

2. The word official was borrowed from Tom's hardware page. I thought you had delved deeper into his page.

3. I have not disagreed with what he has done but what he attempts to portray as real on laboratory tests. What is important to the investment public is how many of these machines are sold. His benchmarks are not done on real production systems which people buy.

4. Exploit what you choose. Not everybody tweaks/overclocks buses.

techstocks.com
====================================================================
Konstantin,
<<Strategically, I think proprietary (CPU) architectures will go away,
so piggibacking on Intel wont work in 3-4 years. Intel will
adapt but will AMD or Cyrix?...>

It seems that the only architecture to survive in will be Intel's -- no one else can afford to out produce them.

Interesting thoughts on embedded processors....

regards
Anthony
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