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

To: Petz who wrote (90314)	1/28/2000 7:40:00 PM
From: Y. Samuel Arai	Respond to of 1580253

More Chip Speed Wars, Low-Cost Entry Forecast For 2000 By MARK BOSLET Dow Jones Newswires -- January 28, 2000 SANTA CLARA, Calif. -- The personal-computer chip speed wars between Intel Corp. (INTC) and Advanced Micro Devices Inc. (AMD) should continue at a fevered pace in 2000, Microprocessor Report editors and analysts speculated. At the same time, Taiwan-based Via Technologies Inc. (Q.VIA) will attempt to push into the low end of the PC market with an inexpensive processor of its own, these researchers said in a market forecast unveiled late Thursday. In the server market, "x86" microprocessors from Intel, and probably AMD, will continue to challenge server chips from RISC vendors by offering a combination of modest cost and high performance, they said. Vendors of RISC chips include Sun Microsystems Inc. (SUNW), Hewlett-Packard Co. (HWP), International Business Machines Corp. (IBM) and Compaq Computer Corp.'s (CPQ) Digital Equipment Corp. For the first time in 1999, these "x86," or Intel compatible-designs, came close to meeting the performance of the up-to-then superior RISC, of reduced instruction set computing, chips that typically run Unix servers, said Linley Gwennap, a former Microprocessor Report analyst now with the Linley Group. Intel's top-of-the-line Pentium III Coppermine and AMD's Athlon should continue their duel for the speed crown this year with neither getting too far ahead of the other, Michael Slater, Microprocessor Report's executive editor, told an audience of industry engineers. That would continue the neck-and-neck race in place at the end of 1999, when Intel rolled out its 800Mhz Coppermine on Christmas week and AMD followed with its 800Mhz Athlon the first week of January, Slater said. AMD may beat Intel to the 1Ghz mark, but not by much, Gwennap said minutes later. Only Digital's Alpha, a RISC chip, could reach 1GHz earlier, he said. At the low end of the PC market, Via should take advantage of its 1999 acquisition of Cyrix from National Semiconductor Corp. (NSM) to introduce during the first half of 2000 a processor with a price below the range Intel addresses, Slater said. - Mark Boslet, Dow Jones Newswires; (650) 496-1366

To: Petz who wrote (90314)	1/28/2000 8:45:00 PM
From: Charles R	Respond to of 1580253

Petz, <looked in Fry's last night and five days ago and the CuMine 800 systems are gone> For the near term no customer (spare Dell) will get much of 800s. This probably is part of the reason why HP is signing up for Athlon-800s (from Jerry's conf call). I was thinking that Intel 800 situation should improve substantially in February/March but based on the Dell situation and the bleakness of CuMine inventory in distribution it is probably going to be March/April (at the earliest) for the 800MHz supply and demand come into some kind of balance. From the AMD perspective I say - Let the good time roll! Chuck