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


To: Cirruslvr who wrote (81232)11/28/1999 2:18:00 AM
From: Elmer  Read Replies (2) | Respond to of 1572657
 
Re: "The company's future doesn't rest on the K7's shoulders anymore, it lies on Fab 30's in Dresden."

No the company's future lies with flash and communications. With these two divisions the only profitable divisions and the prospects of exceptionally high demand and profitability, it's possible they MAY make up for the huge loss in the processor division and allow AMD to post a break even or small profit. In short, a disgracefull performance from the flagship K7. The real question is how successful this company would be if it weren't burdened with a disasterious loser in the entire microprocessor division. In fact, AMD has never posted a profit from any processor they have ever designed and this quarter the extraordinary demand for Flash just may mask the perpetual losses from that division. Just how successful could AMD have been if they had dumped that loser a couple of $Billion$ ago?

EP



To: Cirruslvr who wrote (81232)11/28/1999 5:16:00 AM
From: Goutam  Read Replies (2) | Respond to of 1572657
 
Cirruslvr and all,

I found this interesting document at HP site while I was searching their site for any hints of Athlon. There is no date on this document but the search engine dated it to be Nov 23, 1999. An earlier version of this was dated Nov 18, 1999.

Could you guys please look into this document and tell me if this could be construed as an indication of HP using K6-xs again in its systems (and even Athlons).
hp.com

o The title of the document is -
HP Pavilion PCs - About the Intel (R)
Celeron (TM) Processor and AMD K6-2
Processor

o Part of the "Introduction" has -

HP Pavilion PCs are shipped with different processors, depending on the model that you purchase, to meet your performance needs and your budget. A processor is the computer's "engine"; it determines how fast information is sent through your computer ... ...

For a small business or home computer, however, you can get the power you need with an Intel (R) Celeron (TM) or AMD K6-2 processor to handle the Internet, educational programs, interactive 3D games, and productivity programs, but at a lower cost than high-performance processors.

This document lists the features of the Intel Celeron and AMD K6-2 processors to help you decide which processor will work best for you.

o The section "Finding the right processor for you" contained the following-

AMD K6-2

The AMD K6-2 microprocessor provides exceptional video and imaging processing performance comparable to Intel's Pentium II processors. It features a K7 chip, which includes a superscalar pipelined floating point unit, and operates at clock speeds up to 500 MHz. The K7 uses AMD's existing 0.25 micron (the line width of a fiber optic cable) technology.
--------------

Notice the error in the description of k6-2 - "It features a K7 chip ...". This indicates to me that the description was a cut and paste job from Athlon description and by error "K7" was not replaced to "K6"!

Also, in the speed selection chart for K6-2, speeds all the way up to 500MHz are listed.

Regards,
Goutama



To: Cirruslvr who wrote (81232)11/28/1999 2:51:00 PM
From: Charles R  Respond to of 1572657
 
<For the record, I think this being different this time will last the first half of next year. The second half and beyond depends on how well Dresden can do. >

IMHO, Dresden provides upside to a very solid baseline from Fab25.

Dresden or no Dresden, AMD should be able to do 3 or more $1B quarters. With successful Dresden ramp, we are talking about some serious dough.