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

To: Jim McMannis who wrote (63543)	6/27/1999 8:59:00 PM
From: Paul Engel	Read Replies (3) \| Respond to of 1571405

JimmyMac - Re: "The funny thing is that the K7 is here but no one has a machine, any benchmarks or motherboards we can hold in our hot little hands" Duhhhhh ! The Kathlate 7 ISN'T HERE if "no one has a machine, any benchmarks or motherboards we can hold in our hot little hands" Only in the AMDroid's minds - which seem to swallow all the crapola that Jerry "We're declaring even more substantial losses" Sanders seems to spew out on his quarterly (or more often) announcements of impending financial doom. Re: "This is going to be painful for AMD afficionados." Yep - did you catch the part about Sanders saying that Q399 ASP's were going to be LOWER THAN Q299's already LOW $60+ ASPs? Even if Sanders could peddle 100,000 athLATEs at $500 each, that would add only $50,000,000 to the revenue ! And you KNOW AMD ain't gonna sell 100,000 athLATES next quarter ! And a $10 drop in ASPs on K6-2's will WIPE OUT whatever benefits these athlate sales bring. AMD shot themselves right through the BRAIN again ! Paul

To: Jim McMannis who wrote (63543)	6/27/1999 9:34:00 PM
From: RDM	Read Replies (1) \| Respond to of 1571405

<announcement will come in a couple of weeks> I believe AMD said in CC that formal announcement of K7 would be in early August with the simultaneous announcement of several Tier 1 OEMs.

To: Jim McMannis who wrote (63543)	6/28/1999 2:40:00 AM
From: Jeff Fox	Respond to of 1571405

Jim, re:Fox's Law... This "introduction decoder" was first posted for the K6 over two years ago for the "missing" K6 shipments. Its held true for the K6-3 and now is looking good for the K7. Since it has such durability why not call it a "law". Jeff ====================================================================== Least anyone hasn't noticed Intel has much more conservative introduction standards than its competition. For instance perhaps Katmai has already been in design for over a year and perhaps will soon see first silicon? Intel usually takes the luxury of "preproducing" two or three steppings to get all spiffy clean before mass production. Well, almost spiffy anyway. This period is scheduled to last for over a year when Intel isn't badly rushed. Such was the case for Pentium(1) for example. Since Deshutes(2) is just now ramping there isn't any rush for Katmai(3). This behavior causes much confusion with the Intel haters as they actually think that other companies have "closed the gap". For instance they think that MMX2(4) extensions was their idea copied by Intel. Any developer knows the opposite is true as the MMX2 extensions were (likely) defined over a year ago by Intel. Of course AMD/Cyrix(5) whole product is largely a copy of Intel product; a fact lost on the zealots. Reality is that there is usually over a year separation or more even when their "announcements" seem rather close to Intel announcements. This is hard on the investor, so here is a little introduction guide for your use: Roadmap guidance Competitor meaning - Held a marketing brainstorming meeting. Trial balloon to see if it flies. Intel meaning - Product function is frozen and simulated. Design is coded and in simulation. Disclosure done to allow customers to design systems with detail in time to be ready for product. Product Announced Competitor meaning - First silicon fabricated and is at least a little functional. Intel meaning - Product has been in high production at least two months in a lead fab. Channels are stocked. OEMs are also ready to sell systems using the product. Product in production Competitor meaning - First production wafers in hand. Don't know the yields yet. Intel Meaning - Production committed to "fire hose" mode. Yields stable and documented in multiple fabs. Cost plunge.* * No competitor equivalent to this step as they have yet to experience this. (1)Pentium - Close equivalent to the AMD K5 manufactured by Intel Corp. (1)Deshutes - 2nd generation Pentium II (2)Katmai - Pentium III (3)MMX2 - became known as 3DNOW(AMD) and KNI(Intel) (4)Cyrix - Richardson, Texas x86 maker. Bought by National Semiconductor, Inc - now defunct. Jeff