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

To: Joe NYC who wrote (109527)	5/5/2000 11:06:00 PM
From: kash johal	Read Replies (2) \| Respond to of 1577867

Joe, re:"It is possible, but I don't think it's in Intel's interest to do something like that. Intel has 80%+ of the market, and there is a lot more for Intel to lose than for AMD. AMD is gradually departing the lowest end segment. I don't know how this will play out, but I think Timna is more of a thread to Via if they ever really get into x86 microprocessor market. AMD can just increase the clock speed of Duron to 650 - 800 MHz range, and will be well above Timna in MHz. Once we get to the Mustang core, I think Duron will be in 800 to 1 GHz range, and Athlon > 1 GHz." Yes, the BIG difference over last year is that AMD can play the MHZ game. But with a $100-150 system price differential at retail what percentage of folks will buy the $500 Intel Timna 600-700 vs the $650-700 Duron 700-800Mhz. Lot of first time buyers are likely to pick the Intel solution IMHO, for the cost and the brand and frankly the adequate performance for web access/msoffice etc. regards, Kash

To: Joe NYC who wrote (109527)	5/6/2000 2:04:00 AM
From: Charles R	Respond to of 1577867

Petz, <I don't know how this will play out, but I think Timna is more of a thread to Via if they ever really get into x86 microprocessor market.> Yeah! Via/Cyrix really blew it on the execution side. Competing against Timna is not going to be easy for Via. < AMD can just increase the clock speed of Duron to 650 - 800 MHz range, and will be well above Timna in MHz.> Yup! Once Dresden ramps, there is almost nothing stopping AMD from pulling Spitfires to 1GHz+ range. What limits Spitfire MHz is AMD marketing strategy and that probably depends as much on Intel's marketing strategy as anything else. Chuck