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To: Goutam who wrote (15663)	10/23/2000 11:09:58 PM
From: Paul Ma	Respond to of 275872

actually I think Kash's posts are important because they balance posts by niceguy. He is posting worst case scenarios and it is a great service to all of us so that we have a grasp on reality. but that doesn't mean I agree with that his predictions, because as you said, AMD will not sit around and let Intel retake the lead. Paul

To: Goutam who wrote (15663)	10/23/2000 11:25:58 PM
From: milo_morai	Respond to of 275872

<font color=orange>Gateway KT133 MB Gateway@work http://www.gatewayatworkcom/support/manlib/cmponts/sysboard/8505937/05937.htm Specifications The following specifications are for the standard configuration. Your system may contain optional equipment. All specifications are subject to change without notice or obligation. Supported processors Athlon processor with integrated 384K cache Duron processor with integrated 192K cache Chip Set KT133 Memory 168-pin Sync 4-clock 66 MHz, 100 MHz, or 133 MHz DRAM (SDRAM) memory. Three Dual Inline Memory Module (DIMM) slots. Support for up to 1.5 GB SDRAM (using 256 Mbit-based DRAM). BIOS AMI BIOS. Flash BIOS for easy updates from diskette. Hard drive interface Supports up to four IDE devices using two on-board PCI IDE connectors. Automatic drive type selection for easy setup. Diskette drive interface A diskette drive controller is integrated on the system board. Support is available for a single diskette drive. Input/Output connectors One parallel port and one serial port. LPT and COM settings are configurable from the system setup program. No jumper changes required. Universal Serial Bus (USB) 2 rear ports Support for 2 front ports Mouse PS/2 mouse connector Keyboard PS/2 keyboard connector Battery 2032-style PCI expansion slots 5 AGP expansion slots 1 Environment Internal temperature: 0°C to +55°C Humidity: 20% to 80% Altitude: -60.96 m to 3048 m Shock: half-sine 2 ms Vibration: 10 Hz to 40 Hz, 0.015 g2 Hz (flat) 2 Hz to 200 Hz, 0.25 g sinusoidal CPU clearance: >10.16 mm after installation, top and sides Many products for Gateway and its subsidiaries are custom engineered by our suppliers to Gateway specifications and may vary from similarly marketed products. Hmm wonder if this is going into business lines soon. Milo

To: Goutam who wrote (15663)	10/23/2000 11:34:03 PM
From: kash johal	Respond to of 275872

Goutama, re: Q2 99 Goutama, you dont have to go back that far to find where i was wrong on items. I am wrong all the time. The key is that i try to have an open mind. I found the universal disdain the intelites had on AMD not being able to perform as stupid and thats why i purchased AMD and made a lot of money. I also had an open mind on AMD screwing things up. And managed to trade AMD several times on the way down. I never bought into the scenario that AMD was flawless and going to the MOON. This saved me losing most of my gains. The key in hi-tech is that change is inevitable. Past performance is NOT a predictor of future performance. I have no idea how well PIV will do and Intels likely execution. However the FACTS are clear: If Intel and AMD both execute well: Intel has an advantage in 2001-namely superior Mhz - massive capacity investment - and SSE2 to use its marketing muscle on. Now there are folks with their heads in their derriere's who are sure that Intel is completely screwed for 2001. We simply don't know yet. The PIV benchmarks will be good indicators on how good/bad IPC is. In Q1 we will see how they ramp the volumes and also how quickly they ramp non RDRAM chipsets via inhouse or 3rd party. But Intel seems to be making the necassary changes: 1. RDRAM seems on way out - just listen to Barretts comments. 2. Volume ramp will happen - they have focussed on this - even so far as to dedicating a VP to manage the ramp. 3. They screwed up the 0.18 ramp and transition by being cheap. As i understand it they tried to use same fabs for both and changed equipement. This way 0.25 capacity was reduced while 0.18 was ramping. They did this to save a few billion and they lost hundreds of billions in valuation due to this. This time for 0.13 they are ramping brand spanking new capacity far in excess of market needs. Maybe they'll screw up completely the 0.13 ramp. But methinks it too early to say that. regards, Kash