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

To: Goutam who wrote (79916)	11/15/1999 11:59:00 AM
From: Goutam	Read Replies (1) \| Respond to of 1579982

ebnews.com _______________ Comdex: DDR, Direct Rambus hold coming out parties in Las Vegas --- Excerpts --- DDR will get a boost when third-party chipset maker Via Technologies Inc. discloses that it has licensed the DDR-enabled Samurai core-logic chipset from Micron Technology Inc., industry sources said. Executives from Micron and Via declined to confirm the licensing agreement. In related developments, Advanced Micro Devices Inc. will unveil its first DDR-enabled Athlon microprocessors at Comdex, and Apple Computer Inc. is said to be showing a DDR-based desktop, although sources said the demonstration is likely to take the form of a ?backroom? prototype. Direct RDRAM will debut after being delayed twice since its initial launch date last March. Rambus Inc., the Mountain View, Calif., architect of the interface, will share the stage with a number of DRAM, memory-module, and connector companies, including Infineon Technologies, Kingston Technology, Molex, Samsung, and Toshiba. Intel may be the biggest question mark in the DDR vs. Direct RDRAM slugfest. The microprocessor maker is still supporting Direct Rambus, but a group of suppliers claimed last week that Intel is developing a DDR-enabled chipset for desktops in addition to the DDR version for servers. An Intel spokesman declined comment on the existence of a DDR chipset for the desktop. Full article - ebnews.com _______________ Goutama

To: Goutam who wrote (79916)	11/15/1999 12:18:00 PM
From: Bill Jackson	Read Replies (1) \| Respond to of 1579982

Goutama, At a rampup rate that end with 1.4 million made by the end of 1999 they will be able to make enough mobos to house those K7s within a week or two after 1 Jan, 2000. So I hear the news of 1.5 million K7 and a minor, short lived mobo shortage as good news. It will act as an incentive to all sectors of the K7 marketplace. Bill

To: Goutam who wrote (79916)	11/15/1999 1:14:00 PM
From: Charles R	Respond to of 1579982

<According to CTech Taiwan [http://www.ctech.com.tw/d-news/news/info/88111309.asp ] , AMD will ship a total of 1.5 million K7s by the end of 1999, and about 100,000 of these K7s may be "homeless" due to the shortage of Slot-A motherboards. > Does anyone know if there is a language converter that converts Chines to English (like the AltaVista engine)? Or, is there someone on this thread with the language skills to tell us if the article says anything more? <Ctech made an estimation and concluded that out of the 1.5 million K7s, .....> Taiwanese reports are consistently claiming 1.1-1.2 Mu for this quarter. (ans so are some analysts) But, I haven't come across any analyst taking this into account for Q4 earnings number. Anyone seen otherwise? If AMD does about 4.3-4.4Mu K6s for the quarter and 1.1-1.2 Mu Athlons this quarter, either the earnings should be revised upwards over the next few weeks or there could be one hell of a January surprise for these folks. <AMD obviously is aware of this issue, and has allegedly made bold promise of buying out the motherboards if a motherboard maker makes but fails to sell its Slot-A motherboards. > If the rumors are true, AMD management is getting a little bit more aggressive about the platform issues. This is good to hear.

To: Goutam who wrote (79916)	11/15/1999 2:11:00 PM
From: Scot	Read Replies (2) \| Respond to of 1579982

AMD will ship a total of 1.5 million K7s by the end of 1999, and about 100,000 of these K7s may be "homeless" due to the shortage of Slot-A motherboards. If true, this would be from .4M to .5M more than Sanders stated at the analyst meeting. Does anyone know how many Athlons were "shipped" in 3Q, "manufactured"? I wonder how loose these terms are being used (i.e., shipped and manufactured)? -Scot

To: Goutam who wrote (79916)	11/16/1999 3:06:00 AM
From: Petz	Respond to of 1579982

Goutama, re:<100,000 homeless K7s> I also found this article encouraging. But I think CTech Taiwan may be underestimating the quantity of Slot-A motherboards because it apparently is only counting Asus, Gigabyte, MSI and FIC. I think there may be 100K Slot-A motherboards based on the VIA chipset out before the end of the year, and if not then, then shortly thereafter. So who cares? 100K "homeless" Athlons is fine with me if there are 1.2M "sold" Athlons, as the story implies. Petz