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

To: tejek who wrote (61805)	6/15/1999 12:16:00 AM
From: tejek	Respond to of 1577890

There were two articles about intc on the bloomberg site that i thought were pretty interesting: The first one: "Intel unveils new Mobile Chips , Cuts Prices by as Much as 41% (in order to steal market share from amd) The second: "Intel Muddling its Marketing Message as it Introduces a Range of New Chips" quote.bloomberg.com The link will only take you to the site and then you have to enter intc in the stock search at the top of the page and then click on "Detail Quotes and News". I hope you enjoy them.

To: tejek who wrote (61805)	6/15/1999 1:13:00 AM
From: Tenchusatsu	Respond to of 1577890

<Now that we know that both AMD and INTC based 400 MHz laptops will hit the retail market this week, i am curious as to why you kept bringing up the issue over several posts. Was it because you thought intc was first with the laptops, or was there some other reason?> Intel is well ahead of AMD in the 0.18 micron process. I don't expect AMD to announce products based on 0.18 microns until Q4. That was my reason, to show that while AMD pats itself on the back for the K7, they still need to demonstrate manufacturability. Being the first to 0.18 microns means Intel will have worked out the kinks in the process well before AMD does. By the time Coppermine is released, Intel's 0.18 micron process will have matured somewhat. Unless I am mistaken, AMD's first 0.18 micron offering will be a version of the K7. I'd hate to rain on the K7 parade led by Dirk Meyer, but hasn't anyone considered the real possibility that such a transition to an immature process would pose some real problems ... er ... challenges for AMD? That's my reason for pushing the issue. While AMD is touting the K7 as the new leader in x86 performance, Intel is quietly, yet rapidly ramping up the next generation of high-volume manufacturing. And as I said before, the real money for AMD isn't going to come until they get their own 0.18 microns products into production, and that won't happen until Q4 at the earliest. Tenchusatsu