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

To: Jim McMannis who wrote (27499)	1/1/1998 5:10:00 PM
From: StockMan	Respond to of 1570365

Jimmy, Re -- Can anyone explain to me how AMD can produce 266 Mhz chips.. By being better than NSM in process technology. AMD is ahead of NSM when it comes to this. Your NSM stock is in peril Jimmy!!! Stockman

To: Jim McMannis who wrote (27499)	1/1/1998 5:54:00 PM
From: Buckwheat	Respond to of 1570365

Jim,, I don't know that the decision to certify the K6 233 at 3.3 volts has anything to do with speed bin yield problems or AMD's ability to produce a K6 that runs at 3.2 volts core. However, there is evidence that this might have been a move to accomodate older motherboards, BIOSs, chipsets, and earlier revisions of these. The following link will carry you to the AMD 3.3 volt board list. amd.com I have personal experience in fielding about 400 new systems over the past 8 months and 50 of those were AMD K6 233s. All of these (AMD K6 233) fielded from late June to mid December run at 3.2 volts core. We have had no heating problems, no bug problems, no erratic behavior problems, and no other problems... period. 100 of the 400 systems fielded were COMPAQ Pentium 200 MMX workstations. We have had some problems with these of which are related to COMPAQ quality (not Intel PMMX - just to be perfectly honest). These systems don't perform near as well as the AMD K6 233 machines, but some of this is related to poor subsystems that COMPAQ chose to use in them. I haven't seen a board/machine that runs the K6 233 at 3.3 volts yet. And there again, I haven't bought or fielded a machine that was not initially designed to run the K6 233 at anything other than 3.2 volts. Most of the K6 166 and 200 machines I have seen run at 2.8 volts or 2.9 volts. Most of these run in the 98 to 99 degree F range (body temperature). Buckwheat

To: Jim McMannis who wrote (27499)	1/1/1998 6:24:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 1570365

Jim - Re: "Obvious answer is that they will have to move to .25u?" This is quite true - and well discussed. AMD's problem (only one of many) is that they started yakking about the 0.25 micron process on April 2, 1997 at the K6 launch. Slower than expected performance of the K6 and poor yields on the 0.35 micron process drove AMD's 0.25 micron to the head of the "one-fix cures-all" department. This hope was proffered up about three months ago during AMD's Q397 earnings (excuse me - LOSSES) report. Needless to say, the 0.25 micron program has yet to solve all their problems. Maybe one day - but time waits for no one - and no process. Paul

To: Jim McMannis who wrote (27499)	1/1/1998 8:04:00 PM
From: Brian Hutcheson	Read Replies (2) \| Respond to of 1570365

Jim , re. AMD has no cream of the top end That is correct at this time , but that is also the reason why the stock has fallen to such a low price on tax loss selling . The question is , will that change ? According to January Byte Magazine The K6-3D will be in production during Q1 and the K6+ 3D in Q3 . Along with those newer versions the K6 300mhz should also be introduced during the first quarter . According to two sources that I respect the K6-3D is much better on video applications than Pentium II - 300 and better video is the main reason why consumers wish to buy MMX chips . Another point to consider is that AMD stock has had a pattern over the last 20 yrs. . There is a selloff between July and december followed by a large increase in January - April/june period . The way to make money in the market is to anticipate a change and not look backwards at old news , since that is already factored in to the stock price. Brian