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


To: Petz who wrote (26393)12/3/1997 9:17:00 PM
From: LTK007  Read Replies (1) | Respond to of 1585839
 
I am having a problem with my server lately with connect problems
with some sites on a hit or miss basis,and tonight is one of them:and as such I am not able to get in to wsjinteractive to do a copy
a paste of this article.I do hope someone else please do this as this
is a significant news item.
But just to briefly state its content,it says a contract with Compaq
is a done deal and that AMD is already supplying them with K-6 BUT
part of the deal is that it will NOT be announced at this time as
Compaq fears that if it was publicized now it might possibly cause
some problem with their Xmas sales(Like I guess THE BRAINWASHED will
say "What no Intel inside!!Heresy,smash those computers")
It then went on about a deal with China that involved some company
called Legend Holdings(but I am uncertain of that name) Max90



To: Petz who wrote (26393)12/3/1997 9:49:00 PM
From: Adwiz  Respond to of 1585839
 
Text of WSJ Article re: CPQ and AMD

The Wall Street Journal Interactive Edition -- December 3, 1997

Analyst Says Compaq Will Start
Selling PCs With an AMD Chip

An INTERACTIVE JOURNAL News Roundup

An industry analyst said Wednesday that Compaq Computer Corp. will begin selling computers next month that use the K6 microprocessor made
by Advanced Micro Devices Inc.

Southcoast Capital analyst Ashok Kumar said Compaq will begin selling
desktop machines and notebooks with the K6 chips, which are an
alternative to Intel Corp.'s Pentium II microprocessors.

Mr. Kumar said Compaq has begun shipping K6 machines into the retail
channel, but decided not to announce the arrangement for fear of disrupting holiday sales.

Advanced Micro also will supply chips to Legend Holding Ltd., a top
Chinese computer maker, according to Mr. Kumar and to published
reports. An Advanced Micro official declined to comment on both
speculated arrangements, and Compaq officials didn't return calls seeking comment.

A deal with Compaq has been rumored since the very week AMD
introduced the K6 chip -- aimed at wrestling market share from industry leader Intel -- this spring. AMD hoped to outflank Intel by charging less for its high-performance chip, but the company's efforts have suffered as production yields have fallen short of expectations.

AMD has more than 100 customers for the K6, including large companies
like International Business Machines Corp., Acer Inc. and Digital Equipment Corp. But the question remains whether AMD can use the new business -- and produce enough chips -- to give broad-shouldered Intel a real fight.

AMD has two quarters to establish itself before Intel is able to get its latest-generation Pentium II to a price that will put it in machines selling for $999, Mr. Kumar said, adding that AMD's efforts may be "too little, too late."

Even so, Compaq is expected to sell a $999 Presario running a
233-megahertz K6 chip and a notebook computer with a 166-megahertz
chip, Mr. Kumar said. Legend should be able to produce machines in the
$599 to $699 range with 166- and 200-megahertz chips, he said.

Compaq has already shown that it isn't wedded solely to Intel -- it uses a microprocessor from Cyrix Corp. designed specifically for less-expensive computers, for example.



Copyright c 1997 Dow Jones & Company, Inc. All Rights Reserved.



To: Petz who wrote (26393)12/3/1997 9:57:00 PM
From: Yousef  Respond to of 1585839
 
John,

Re: "Make it Better"

Really John, you can be more creative than that ... like, why don't you
try predicting AMD's Q4 results!! You must have a hard time sleeping thinking
about how you mis-led all the AMD investors on this thread with your Q2
and Q3 analysis ... but I guess that doesn't bother you much.

Make It So,
Yousef