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

To: Process Boy who wrote (65575)	7/15/1999 4:13:00 PM
From: Charles R	Read Replies (2) \| Respond to of 1573691

PB, <You're utterly convinced that Coppermine won't be competitive with K7, eh?> Yup, definitely not in FP. And, very likely, not in MHz - think of it - AMD is yielding north of 700MHz in 0.25. To be sure, we should compare this kind of stuff only on volume products but since both K7 and CuMine are not quite there yet, it is aa fair game. Chuck

To: Process Boy who wrote (65575)	7/15/1999 4:20:00 PM
From: kash johal	Read Replies (2) \| Respond to of 1573691

PB, Re:" You're utterly convinced that Coppermine won't be competitive with K7, eh?" The big unknown with Cumine is the benefits of RDRAM and camino 820. If the Cumine performance is not much above a similarly clocked PIII600 then Intel is in deep trouble. If new core+RDRAM+820 adds 5-10% to the performance then Cumine may well be competitive. Either way AMD won't have enough volumes till Q1/Q2 2000 to where it will matter much. The key is even 1M K7's in Q4 will do a lot to help the company breakeven. Once they start building 2-4M/Qtr is when the big issue of Corporate sales arises. Regards, Kash