Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Elmer who wrote (25307)	10/25/1997 2:45:00 AM
From: Yougang Xiao	Respond to of 1575565

Elmer, appreciate your reply. <<Let me ask you this, based on past performance, who do you think is more likely to deliver on their promises? >> Based on past OVERALL performance, Intel. Based on AMD's past performance in relation to K6; AMD is as good as Intel for other than K6 production problem that partially tainted Q2, Q3 and maybe Q4, AMD has delivered most of its major goals in relation to K6. They debuted K6 in the timeframe as promised; they launched K6 on the date as promised; they delivered major OEMs sign up goal as promised; they are selling well an excelent product as good as they originally promised. All these promises kept lead me to believe that AMD has the ability to deliver and should continue to do so. <<Who is almost certain to miss meeting their promises?>> In the past, answer is obvious; going forward, odds are equal to both. <<Who would be better served by replacing their CEO and retargeting their product line to a different market?>> When AMD was at high $40s, some of us voted to throw Sanders another limo; when the stock tumbled, a Yugo was proposed. If a CEO's fate is too closely linked to its stock performance, just hope your guys remain forever loyal to Grove when Intc gets hurt deeper as competitions are firming up. As to retargeting, I do not see the need.

To: Elmer who wrote (25307)	10/25/1997 5:07:00 PM
From: Petz	Read Replies (2) \| Respond to of 1575565

Elmer, re: Intel CPU plans for 500 MHz and above. Intel is supposed to intro the first Deschutes in 2H '98 and the first speeds will be 350 and 400 MHz. With that intro date it is very dubious that the 500 MHz version will appear during 1998. The next faster processor, the Katmai has recently been pushed to 1999. Read what Boot Magazine (Nov'97) editor Andrew Sanchez said to a reader question: Q: In the boot 12 Tracking Sheet you said MMX2 was coming Q1'98. But PC Computing said MMX2 -- code named Katmai -- was coming out the end of '98. Who's right? A: When we first heard about MMX2, it was coming in Q1 of '98. But, like all new technologies, that date has slipped quite a bit. Intel reps haven't even "officially" confirmed the existence of MMX2, but if any new technologies were to come out, we wouldn't expect it until Katmai. And with Deschutes/Slot 2 coming in Q3 of 1998, we doubt Intel will saturate its high-end market by shipping Katmai in 1998. Our best estimates place Katmai/MMX2 in 1999...if we're lucky. AMD's version of MMX2 and IDT's version of MMX2 will be out and fully supported by Microsoft Windows 95 Direct X and Open-GL, and by Windows '98 a full year before Intel's MMX2 by this estimate. Petz