SI
SI
discoversearch

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: Pravin Kamdar who wrote (85160)1/5/2000 1:08:00 PM
From: Charles R  Respond to of 1572472
 
Pravin,

<I agree. It will depend a lot on how HP positions their PA machines against the Itanium, at the time. We already know that Compaq will be pushing the Alpha over the Itanium. I suspect that IBM will be pushing their Power3 over the Itanium. Will Sun abandon Sparc? >

I think you hit all the right points. The wild card is Sun. They are seriously behind on their hardware and it will be interesting to see what they do. I gather that the HAL guys are going full steam on their Sparc server CPU. I think Fujitsu sees this as a chance to gain market share on Sun. If Fujitsu succeeds, H2'00 and 2001 could be real rough for Sun.

However, Sun has the track record of facing adversity more than most companies, so, I will be paying a lot of attention to their strategy.

Chuck



To: Pravin Kamdar who wrote (85160)1/5/2000 1:14:00 PM
From: Goutam  Read Replies (1) | Respond to of 1572472
 
Pravin,

Elctronic News take on how the CPU competition is going to shape up in Y2K. Nice article with a couple of bar charts showing Market Segments and PC revenues for the next three years. Some of the facts are not up to date but overall it's a nice read -

electronicnews.com ______________

Here is the main section pertained to AMD:

Meanwhile, AMD seems to have found new legs. Once described with adjectives like "beleaguered", the company is suddenly on the move, adding manufacturing capacity, and improving its products in a last-ditch attempt to shake the perception that it is anything but a dependable supplier.

After initially ceding control of the low-end PC processor business to AMD, Intel in 1999 came roaring back with price cuts and new products that put its Celeron processor back on top in that segment.

But now the battle has widened. AMD has launched its assault on Intel's Pentium III product line with the Athlon microprocessor while maintaining pressure on Intel in lower end spaces with its various flavors of K6.

AMD's most important goal, most analysts said, will be making the transition from being an alternative platform for consumer PCs to becoming a viable and reliable source for corporate desktop PC microprocessors.

"AMD is in really good shape in terms of product design. Its conversion to 0.18-micron technology is going well by all accounts," Brookwood said. "It certainly has the ability to compete with Intel at the middle and high levels of the market but they really need to establish a beachhead with enterprise andbusiness-type systems. It needs to overcome the perception that it is just a consumer brand."

McCarron predicted that AMD will win at least a few designs for corporate systems.

"We've talked with some tier-one OEMs, and they are giving AMD some serious consideration," he said. "There hasn't been a period within the last five years when the OEMs have been so willing to get Intel upset at them.
And from the OEM's perspective, it's really convenient to have AMD around to get better pricing from Intel. But without significant sales and design wins, AMD is not a threat to Intel."

In 2000, every Athlon shipped will be fabbed on 0.18-micron processes. Those Athlon microprocessors produced at Fab 25 in Austin will have aluminum interconnects and those from Fab 30 in Dresden, Germany, will have copper interconnects. Clock speeds are expected to hit 800MHz during the first quarter.

Around midyear, two new parts, codenamed Thunderbird and Spitfire, will hit the market with initial clock speeds of 900MHz. Both equipped with an on-chip level-two cache, Thunderbird will be aimed high, while Spitfire low.

Later in the year, AMD will bring out Mustang, a part it has said little about. Optimized for the copper process in Dresden, the chip may possibly be the first AMD offering to debut at a clock speed of 1GHz. AMD will offer Mustang-based parts for a wide range of applications, ranging from the consumer PC all the way up to servers.
_____________________________________________________________________

There are other interesting sections in this article - "The Race to 1GHz", "VIA", etc.

Goutama



To: Pravin Kamdar who wrote (85160)1/5/2000 3:20:00 PM
From: Paul Engel  Respond to of 1572472
 
Pravin - Re: "We already know that Compaq will be pushing the Alpha over the Itanium. "

No kidding ?

I wonder why Compaq issued this press release today -

{====================================}


Wednesday January 5, 10:31 am Eastern Time
Company Press Release
SOURCE: Compaq Computer Corporation
New Information on Compaq Website

Compaq Demonstrates 64-bit Operating Systems on Intel(R) Itanium(TM) Processor based Server.

HOUSTON, Jan. 5 /PRNewswire/ -- Extending its NonStop(TM) eBusiness Solutions strategy, Compaq Computer Corporation (NYSE: CPQ - news) today announced that it is demonstrating Microsoft®'s 64-bit Windows operating system and SCO's Monterey/64 UNIX based operating system on its own IA-64 based ProLiant server platform at its Houston headquarters. Compaq's success establishes it as the reference platform of choice for IA-64 based solutions.

For more details on this announcement, please visit Compaq's Web site at: compaq.com

Customer Benefit: Compaq is partnering with leading software vendors to deliver deployable solutions on IA-64 to customers seeking the immediate benefits of industry standard 64-bit computing. Customers with applications that take advantage of large memory configurations and the improved processing power of Intel® Itanium(TM) processor will benefit immediately from these 64-bit solutions.

Company Background: Founded in 1982, Compaq Computer Corporation is a Fortune Global 100 company. Compaq is the second largest computer company in the world and the largest global supplier of personal computers. For more corporate information, see: compaq.com .

Compaq, Registered U.S. Patent and Trademark Office. Product names mentioned herein may be trademarks and/or registered trademarks of their respective companies. For further editorial information, contact:

Compaq Computer Corporation, Timothy Golden, 281-518-2855 , or e-mail, timothy.golden@compaq.com, or Hill and Knowlton, Wendy Giever, 312-255-3146, or e-mail, wgiever@hillandknowlton.com

SOURCE: Compaq Computer Corporation

--------------------------------------------------------------------------------
More Quotes and News: Compaq Computer Corp (NYSE:CPQ - news)
Related News Categories: computer hardware, computers