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

To: Process Boy who wrote (67488)	8/3/1999 6:31:00 PM
From: Charles R	Read Replies (3) \| Respond to of 1574854

PB, <Rumor has it that Raza quit over AMD's Dresden strategy, and the possibility that the debt incurred by that operation may be a big bite for AMD to chew. I would assume that Raza would take in te potential success of the K7 into account when performing his analysis.> I think too little is known in this are to speculate so I will not comment on that one. <I have a question. What happens to Austin when Dresden ramps? > How about low-end/mid-range cache-less K7s (alerons or whatever that AMD is going to call them). AMD could be shipping approx 5Mu of these puppies in the 700+MHz range to compete against CuMine 128/256s? <So far I have only heard rumor of CPQ and IBM as possible major OEM's supporting K7 in the near term. Any thoughts on what it would mean if for instance Dell and Gateway do not support the K7? > As far as I can tell everyone is on the board except Dell and Dell is a "when" rather than "if". The problem for AMD may be ensuring a glitch free, orderly ramp to make customers feel comfortable with moving their high-end designs to AMD. PB, you are seeing the same benchmarks that all the others are seeing. Intel's offerings show no promise of being even close - so the question becomes that of timing. Can AMD pull off good volumes(mu) starting Q4 '99 or will they slip into '00? That is the question. Chuck