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

To: Jim McMannis who wrote (28808)	2/25/1998 2:18:00 PM
From: Maxwell	Read Replies (1) \| Respond to of 1572941

<<Let me try again. How are we gonna tell if and when AMD gets the yields up on the .25 process...before the street gets the information? Have you added to or bought any AMD recently?>> The street got the information already. Read Albert's post on DLJ. The stock has gone up over 2 dollars already. It is still not too late to get in. There are still alot of non-believers out there waiting for some data. They will buy in around 25s or so. At that time they can buy my shares. Maxwell

To: Jim McMannis who wrote (28808)	2/25/1998 2:33:00 PM
From: Maverick	Respond to of 1572941

Covington vs K6 The IT buyer wins with increased choice By Michael Caton, PC Week Labs Intel Corp. is battling its rivals for the low-end desktop, but the winner will ultimately be the IT buyer, who can sift through the rubble for a number of low-cost, high-performance chips. Intel is attempting to maintain its stronghold in the low-end desktop market with its forthcoming Pentium II processor, code-named Covington, but it faces stiff competition from Advanced Micro Devices Inc., Cyrix Corp. and Integrated Device Merced Technologies Inc. With the latest iteration of the low can it go? Pentium II, Deschutes, Intel lowered processor production costs and power consumption and increased clock and bus speeds. The Covington chip, due in the third quarter, doesn't have the L2 cache and will replace the Pentium processor in the most price-sensitive segments of the desktop PC market. Intel still dominates the PC chip market, but not for lack of worthy competition. In PC Week Labs' tests, systems based on AMD's K6 and Cyrix's 6X86MX processors generally performed as well as systems based on lower-speed Pentium IIs at Pentium price levels.

To: Jim McMannis who wrote (28808)	2/25/1998 2:34:00 PM
From: StockMan	Respond to of 1572941

Jim, Re -- How are we gonna tell if and when AMD gets the yields up.. Use TA for that... In an indirect way it reflects that the yields are up. Stockman

To: Jim McMannis who wrote (28808)	2/25/1998 2:45:00 PM
From: Maverick	Read Replies (1) \| Respond to of 1572941

Covington vs K6, part II When Intel removes the L2 cache from the Pentium II, the subsequent drop in performance will give Intel's rivals a greater edge. In addition, Covington will likely use the 66MHz bus used by the current generation of Pentium II processors, not the 100MHz bus due on the forthcoming higher-speed Pentium II chips. Another factor that allows AMD, Cyrix and IDT to keep costs down is their use of the tried-and-true Pentium socket, Socket 7. PC OEMs moving Pentium PCs to the Pentium II chip, in contrast, will incur research and development costs because the Pentium II implements a new processor socket, known as Slot 1.

To: Jim McMannis who wrote (28808)	2/25/1998 2:52:00 PM
From: Maverick	Respond to of 1572941

Acer, twinhead, IBM uses K6, part II Twinhead International Corp. said it plans to install either AMD's K6166 or Cyrix's GXm 166 microprocessors in its new notebook models. With a 20x CD-ROM drive and a 2.1GB hard disk, Twinhead's products will be priced between US$1,000 and US$1,500. Clevo Computer also plans to begin using either the GXm or the K6 in its notebooks from the third quarter of 1998. Since 1997, local systems firms have been actively evaluating and testing the quality of non-Intel microprocessors and developing related components. Since the beginning of 1998, more firms have worked out plans to produce and market products with new specifications that use lower-priced microprocessors. Acer Inc., the local PC market leader, is one of the few companies that has decided to continue using the Pentium MMX in its notebook computers priced at less than US$1,500. With the Pentium model, Acer said it feels confident that it will be able to grab 50 percent of the market.

To: Jim McMannis who wrote (28808)	2/25/1998 2:54:00 PM
From: Maverick	Respond to of 1572941

caer, IBM, Twinhead, part III Yet in other models, Acer also will use lower-priced microprocessors. In the Aptiva desktop that it produces for IBM Corp., for instance, Acer will use AMD's K6 266. * IBM Uses K6 Microprocessor to Cut Aptiva PC Prices February 13, 1998 (TAIPEI) -- IBM Corp. announced that it would adopt the K6 266MHz microprocessor of Advanced Micro Devices Inc. (AMD), in its mainstream Aptiva personal computer series. Yet in other models, Acer also will use lower-priced microprocessors. In the Aptiva desktop that it produces for IBM Corp., for instance, Acer will use AMD's K6 266. * IBM Uses K6 Microprocessor to Cut Aptiva PC Prices February 13, 1998 (TAIPEI) -- IBM Corp. announced that it would adopt the K6 266MHz microprocessor of Advanced Micro Devices Inc. (AMD), in its mainstream Aptiva personal computer series. Taiwan's computer industry appears to have caught the fever of "PCs for less than US$1,000," which started in the United States. In addition to PCs, desktop computers equipped with liquid crystal display (LCD) monitors are subject to substantial price cuts. Mitac said it will reduce the price of its LCD desktop by NT$10,000, to NT$55,000 in the third quarter.

To: Jim McMannis who wrote (28808)	2/25/1998 2:55:00 PM
From: Maverick	Respond to of 1572941

Acer, part IV Both System Telecommunication and Computer Inc. (maker of Leo brand products) and Compaq Computer plan to launch new desktop PCs priced less than NT$35,000 in mid-February. (Commercial Times, Taiwan)