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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Elmer who wrote (60817)	6/7/1999 2:10:00 PM
From: Marco Polo	Read Replies (3) \| Respond to of 1573306

Elmer, We were discussing its success vs. Intel, not its profitability. If you are going to assume that the K7 will not be profitable, that is your right. It doesn't mean that yours is a correct assumption, however. Hindsight is 20/20. But history rarely repeats itself. For the first time in the semi industry, the most fully pipelined CPU will not be made by Intel. If you can't see that the industry is changing, you may find yourself one step behind the game. Whereas you see my age as hindering me, I see it as an incredible benefit. Am I a naive investor? No. How long have I owned INTC (and/or INTCW)? Since 1990. I bought in the midst of a large correction as for your "college student bull session" crap. I confidently say that I know as much about the actual stock market as anyone here. Whether you know more about the future of the semiconductor industry remains to be seen. The story isn't told yet. You think I don't know about the real world? I pay a mortgage. I have a platinum card. I run a business. I'm a contributing member to society and pursuing the American Dream as actively as anyone. And on a final note, the K7 will certainly be "real silicon" before the Williamette, or even the revised Pentium III known as "Coppermine" to geeks like us.

To: Elmer who wrote (60817)	6/7/1999 2:39:00 PM
From: kash johal	Read Replies (2) \| Respond to of 1573306

Elmer, Re: "Ben, this shows a real lack of understanding of the business. The K7 would need to be manufacturable, and at a significant profit. It would need low cost chipsets and motherboard support. It would need design wins from companies who shall we say are somewhat lacking in confidence in AMD's ability to deliver. It will need a smooth transition to .18u process from a company on the brink of bankruptcy who has blown every previous transition and currently has no .18u process of it's own. Meanwhile the competition is already in production on .18u. It is very easy to wave your hands and anoint the K7 a success when it hasn't even been introduced yet. It shows an extraordinarily naive understanding of the semiconductor industry. It is the kind of banter one would expect from a college student bull session. There's a real world out there where the K7 will have to compete against real silicon. " Boy you sure are spreading the fud these days elmer, and spreading it really thick these days. 1. The K7 will be FASTER than the coppermine - period - just watch out for the benchmarks old pal. And the key specs will be SPEC int and FP. 2. The K7 will COST LESS to manufacture for the OEMS and SIGNIFICANTLY SO. The difference is in the use of expensive RDRAM old pal. 3. The K7 support is awesome - VIA will have chipsets in volume by september - same time as Coppermine come out. 4. 3d driver support. I am hearing that even the KIII will beat the PeeIII once the new TNT drivers come out. It already beats it for office apps. 5. 0.18 micron. You keep talking about Intels 0.18 ramp. There are currently NO intel 0.18 chips out there that I've seen. And the new laptop chips that are coming only run at 400Mhz. NO FASTER than AMDs 0.25 micron parts. Intel is now LATE with it's 0.18 ramp - it was initially due in Q2 99. AMD has stated Q3 for it's 0.18 ramp to start. We'll see how they do. But Intels recent execution has been abysmal: PIII-SSE - is a fiasco leading to pIII prices being slashed. Chipsets delayed for Coppermine. Coppermine delayed for 3 months - AT least. Betting the house on RDRAM and shooting themselves in the head with an expensive solution. Lack of support for PC 133 SDRAM - when the market is clearly going in this direction. Bloated Whitney- this was going to kill off AMD at the low end by lowering total costs - instead this is not happening - folks are going to use whitney for the PIII- once the bugs are fixed of course. Lousy marketing- basically lying to customers on how they can download faster from the internet with SSE when we all know the download speeds are limited by the pipe. FACE THE FACTS ELMER and stop spreading the FUD!!!! Kash