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

To: crazyoldman who wrote (89099)	1/23/2000 4:26:00 PM
From: hmaly	Read Replies (2) \| Respond to of 1572619

Thanks for the nice reply. Its nice to have someone agree with me once in a while. I also agree with the second part of your post in that by going to amd many oems will be able to remove Intel's shackles. Because I am an investor I have been cruising the net looking for good buys. When I came across the reviews of the athlon back in August I knew AMD would quickly start to make money. Every review then favored the athlon over the p3. Most reviews even now rate athlon and coppermine a toss up. However when you cruise the net you can just feel the smoldering animosity between some reviewers and Intel, especially Tom Pabst. Lately even the oems such as Gateway, cpq and HP have been openly critical, and mobo producers in Taiwan are starting to openly sell AMD. So whats happening now. I believe most of thur. and fri. stock losses were because of fears of another price war. In fact AMD has already announced large cuts for Feb. But after reading Goutama's post, I believe Goutama and not Niles or Kumar. Why? Just do the numbers on your spreadsheet. If AMD can double the sales of high mhz chip by cutting asp of athlon down to app. $190 and with their new 850 and 900 mhz chips; AMD will garner most of the high end sales because Intel can't meet demand right now much less when sales are doubled. If Intel had a simple yield problem then I could believe Intel would eventually fix the manufacturing problem and could double production shortly. But Intel as well as Elmer and Paul and Process Boy have all maintained its a demand rather than yield problem. Fine I'll buy that. But what happens when AMD doubles the demand for high end mhz chips by lowering the price. Is Intel going to have 8 fabs producing 4-5 mu coppermines within 3 months which they will sell for app. $200 each to match AMD. Not a chance. That only leaves 2 fabs for the rest of the chips plus at cc Intel said it would take until 1q-01 to convert 80% of fabs to .18um. What a gutsy move by AMD's management. Do the one thing no one expects; lower prices and make big bucks' and we the consumers will all win.

To: crazyoldman who wrote (89099)	1/23/2000 4:33:00 PM
From: crazyoldman	Respond to of 1572619

To all, From aceshardware.com comes new a Gigabyte's new 4 layer motherboard: Ok, looks like Gigabyte has quietly released an updated revision of their K7 motherboard GA-7IX, and named it GA-7IXE. The information, as usual is hidden and I find it ironic that they actually hide it here under the super7 motherboard directory. A bios version F2 dated 1/19/2000 has also been released and posted on this page here , with note saying that it is for "PCB 1.1 Mass Production". The manual for GA-7IXE can actually be found here in pdf format but unfortunately most of the pages are corrupted. As best as I can tell, the board has the following features: AMD 750 chipset ATX Format using 4-layer PCB 5 PCI/2 ISA/1 AGP/3 DIMM FSB at 90, 95, 100, 105, 110, 115 Mhz Supports Athlon from "500 Mhz - 1 Ghz and faster" Kindest regards, CrazyMan