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

To: Goutam who wrote (79109)	11/9/1999 2:08:00 PM
From: tejek	Read Replies (1) \| Respond to of 1573813

RE <<If there is any truth to what the register is saying about Coppermine 700MHz being delayed till Jan'00, then there is no real need for AMD to release K7 750; unless to give a nice boost to the stock price and to make the stock holders happy. Also. K7 will be the only in the town for these holidays with 700 and 750 speed crowns :o)>> To have introduced the 750 early would have been a waste of a speed change....clearly, AMD knew that intc would have trouble producing the 733 cumine in volume. And I don't think it would have a made a damn bit of difference with the stock price. Its hard to believe but AMD seems to have its act together and the virus that caused them to screwup in the past seems to have moved to a new location :o) ted

To: Goutam who wrote (79109)	11/9/1999 2:14:00 PM
From: Charles R	Respond to of 1573813

<Here is another article from the Register, but this on Coppermine: theregister.co.uk _____________ Intel beset by further Coppermine, chipset delays Lack of fast Coppermine chips from Intel is causing even big players in the PC industry to drastically adjust their schedules, costing them time, money and face. > Right since launch there have been talk of tight availability and rumors of Intel not discounting the higher speed grades. The register article basically supports the other rumors. My guess is Intel committed high speed bins to Dell, Gateway and may be HP leaving other players scrambling for higher speed-grade product. Let's say PB' is right about double digit bin-splits at 733 and put the splits over 667 MHz at a total of say 40% of the total production. If we further assume that Intel is going to ship about 3Mu CuMines for Christmas that means only 1.2Mu at the high speed grades (top 3 - 733/700/667). That level of supply can cause many problems for Intel. From the AMD long perspective, we can feel good that AMD has a shot at picking up some business at the unhappy OEMs left behind by Intel. Chuck