Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Scumbria who wrote (65629)	7/15/1999 8:10:00 PM
From: kash johal	Read Replies (1) \| Respond to of 1574679

Scumbria, Re:" And which processor will Intel use to accomplish this? Their "X-Files" CPU?" It is not clear to me where Coppermine's performance will stack up vs AThlon. I know it will be behind in FPU, on integer there may be no significant difference. I see Intel doing the following: 1. Leveraging SSE more and more. It's marketing BS but it may well work. 2. Leveraging PIII ID and offer frrebies. As an example they are offering a free virus program with every Intel MB - a $20 value. Expect much more of this: From speech recognition, to video telephony etc. 3. Leveraging it's 0.18 manufacturing. Yes, we are all enjoying their latest Cumine snafu. But there was an expectation that Intel would be in 700-800Mhz range by Q4 this year. It would not surprise me if they can get a couple of extra speed grades with their 0.18 vs AMD by Q2 2000. 4. Bundling. They have done it with the Celeron. they have some very high end video cards in development -they can enhance this with a bundling program. Competitive high end 3rd party cards sell for $1-200 and it is not clear to me how AMD could fight this. 5. OS I can even see Intel buying BeOs (either compeletely or as a JV) for low end PC's and set top market-for timna market. Having billions in the bank and a dominant market position should not be taken lightly. Regards, Kash

To: Scumbria who wrote (65629)	7/16/1999 12:20:00 PM
From: Process Boy	Respond to of 1574679

Scumbria, Message 10529694 <From what I've seen of INTEL's recent developments in device design for the 1.5V generation (MOST IMPRESSIVE), I wouldn't discount COPPERMINE even with its "end of life core". THE WATSONYOUTH> I second this. You all are talking like the Coppermine core is a dog. I believe it will be very competitive with the K7. This combined with infrastructure that is in place to bring a competitive product to market, does not leave me feeling like Intel is totally helpless against AMD's latest wonder design. PB