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

To: Scumbria who wrote (96119)	3/2/2000 12:21:00 AM
From: tejek	Respond to of 1571177

Winning the MHz race is what makes or breaks AMD as an investment. Scumbria, I agree....MHz is pretty much everything in this race. That doesn't change the fact that the part of the population avidly watching the race....the part that really cares, is fairly small. And for some, its not just about profits. ted

To: Scumbria who wrote (96119)	3/2/2000 12:37:00 AM
From: ptanner	Respond to of 1571177

Scumbria, Winning the MHz race is what makes or breaks AMD as an investment. Winning when you are able to supply enough chips for trophies or able to supply enough chips to fulfill expectations? {EDIT: Rest isn't really directed at you, it just kind of came out my fingers.} AMD's shift into the high-end desktop market has and should continue to make all the difference in their market position. And it should make a dramatic difference in AMD's bottom line which is where it really counts. Building a reliable supply chain (chips, chipsets, MB) so that OEMs can plan for and implement their business is what AMD seems to be working towards. They are also taking more of a team approach which risks shortcomings (ie. Intel can provide high quality support for their chips, some recent glitches aside). However, AMD can also capture the commitment of over vendors who will also benefit from supporting the growth of an alternative in a market that offers great margins. I doubt AMD will ever achieve the 60% gross that Intel has... but it doesn't have to become a much larger and profitable company. PT

To: Scumbria who wrote (96119)	3/2/2000 1:00:00 AM
From: Paul Engel	Read Replies (3) \| Respond to of 1571177

SCUMbria - Re: "Winning the MHz race is what makes or breaks AMD as an investment." Supposedly, AMD has been WINNING the MHz race for the past 6 months - but Intel, as an INVESTMENT, has SOARED to NEW ALL TIME HIGHS - NINETEEN of them since last November !!! And that was with Intel "perceived" to be losing the MHz race !!! I wonder what will happen if Intel suddenly surges AHEAD in the MHz race? {================================================} yahoo.cnet.com 1-GHz Pentium III computers coming this month By Michael Kanellos Staff Writer, CNET News.com March 1, 2000, 5:50 p.m. PT Consumers will likely be able to buy PCs containing 1-GHz chips later this month, a lurch forward in the release date of these systems, sources said today. Hewlett-Packard will start shipping consumer PCs containing Intel's Pentium III running at 1 GHz (1,000 megahertz) later this month, sources at HP said. Corporate computers containing these chips won't come out until June. Likewise, IBM is expected to make an announcement regarding 1-GHz systems next week, sources said. With the anticipation building around 1-GHz systems, consumers should be able to buy whatever computers are available soon after the shipping dates. The release of these computers could hand Intel a symbolic victory over rival Advanced Micro Devices. Since last August, when AMD first released its Athlon processor, the two companies have been engaged in a game of leapfrog with regard to chip speed. When AMD released a 750-MHz Athlon late last year, for instance, Intel accelerated the release of an 800-MHz Pentium III. AMD followed shortly afterward with an 850-MHz Athlon. Both companies have publicly said that their 1-GHz chips will come in the second half or the middle of this year. AMD has been able to speed up Athlon with relative ease, according to a number of analysts. Therefore, a counter-announcement that computer makers will release 1-GHz Athlon PCs in the near future wouldn't be a surprise. Although chip speeds have accelerated faster than expected because of the race, the competition has created supply problems. Consumers and dealers have complained for a number of months that they cannot find enough of Intel's fastest Pentium IIIs. AMD has faced similar, but not nearly as extensive, shortages at the top end of the Athlon line. The 1-GHz systems, therefore, could be a tight commodity. HP might start shipping these computers, but only a few customers will get their hands on them. Volume production and sales of 1-GHz Pentium III systems is expected by the third quarter, according to Howard High, an Intel spokesman. Another Intel spokesman said that systems will appear shortly. Of course, the value of these systems will be largely symbolic. Intel is still slated to come out with 866-MHz and a 933-MHz versions of the Pentium III. "No one is going to jump the gun on the 933-MHz," deadpanned Linley Gwennap, principal at the Linley Group, adding, "The big question is who needs a 1-GHz processor." At the Intel Developer Forum in Palm Springs in February, Intel showed off pre-production systems from Dell Computer, IBM and HP containing 1-GHz Pentium IIIs. Existence of pre-production computers means that 1-GHz chips exist and that all three companies have completed the basic design issues to produce 1-GHz systems commercially. In the second half of the year, Intel will introduce the "Willamette" processor, the successor to the Pentium III, according to Albert Yu, senior vice president at Intel. Willamette will come out at 1-GHz or faster. Willamette is the code-name for the chip. The final brand name will likely leverage the Pentium brand.