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

To: Yougang Xiao who wrote (65609)	7/15/1999 6:34:00 PM
From: Charles R	Read Replies (1) \| Respond to of 1573433

Yougang, <Athlon Could Be Positioned As The Fastest x86 Processor By Year End We believe AMD is being conservative here given our industry checks which point to 750 MHz Althon availability by the fourth-quarter of this year. With the current Althon die size of 184mm, approximately 50% larger than a Pentium III, the shift to 0.18 microns should reduce the size of the Althon die to that of the Pentium III and allow for much higher volumes of production. If this pans out for the company, we believe that AMD could be in position to have faster processors than Intel for the first time ever. Given that Intel's next generation 32-bit x86 chip (code named Willamette) will likely not ship for another year at least, AMD may have an opening. However, we remain skeptical given past execution problems.> Mosesmann is on the money - including the last sentence. Once AMD confirms the 0.18u K7 shipments, the tide will turn. Until then, people are likely to stay with "show me" approach. I think Dell signing on will be the key. It took Dell a long time to get to where they are and they won't cede all that hard work to Compaq/HP just because they are Intel's best buddies. But, at the same time they will not turn unless they are almost 100% sure that AMD can deliver. So, Dell may be the leading indicator here - well ahead of the mainstream investment community. Chuck