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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Knighty Tin who wrote (63808)	7/1/1999 8:40:00 PM
From: Timothy Liu	Read Replies (1) \| Respond to of 132070

You sure have a negative spin on everything. :) My view on K7 is not as negative (on Intel) as you. With K7, AMD are back in transistor count and MHz game and Intel advantage in process and manufacturing will be overwhelming. How fast can AMD ramp K7? How many K7 can AMD make per year? Less than K6 I bet in a x86 market of 100m CPU per year. Where K7 is selling into AMD needs a lot of convincing to do. Is K7 going to dent Xeon sales? Are IT managers going to buy hundreds of K7 system to upgrade employee desktops? I don't know but my guess is no. Also with the large die size of K7, AMD is lacking a good continuation in the mobile sector where the margin is good. There is a growing tendency for corp america to go mobile if my department is any indication. (Now I have a choice of a desktop or a mobile PC that we can take home, all IT supported.) At the moment, I see Intel gaining back low end shares and K7 impact in the business sector is a question mark. But of course it is my biased opinion. Tim Just my 0.02$

To: Knighty Tin who wrote (63808)	7/2/1999 12:07:00 AM
From: PaperChase	Read Replies (2) \| Respond to of 132070

>> AMD is first to market with the K7<< Be sure to let us all know when AMD is actually shipping the K7 in volume to be a competitive threat. And AMD's manufacturing yield? Two for the trash, one for the customer. <g> Noticed the crazy bandwagoning for free PCs. And like how long do you think Office max, or CompUSA will stay in business playing that desperate game. Sooner or later some bright CEO will wake up and say "Were out of this business!". The bottom line is that nobody wants to buy their frickin second PC from COMPUSA or OfficeMAX when they can go to Dell or GTW and get a PC with support. Ahem, the numbers of GTW alone tell us this is the case. NEVERTHELESS my bearish friends, I am concerned about server margins and I now take my money off the table with regard to Dell tomorrow AM. However, this news doesn't seem to be slowing IBM's stock down that much.