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

To: Time Traveler who wrote (32150)	4/24/1998 12:09:00 AM
From: Maxwell	Read Replies (1) \| Respond to of 1583489

Time Traveler: << Let's take a few moment to digest this: 20M Slot-I versus 2M super Socket-7. Think. Think. Think.>> Here is the logic: Last quarter half of the revenue of INTC CPU is of SLOT 1. Since PII is at least twice as much as Pentium then last quarter about 60%+ of CPU shipped from INTC is socket 7. I estimate 70%+ is about 15M and AMD made 1.5M = 16.5M in Q1-98. INTC said that they would stop making Pentium by the end of Q2. I estimate INTC will ship 11M Pentium in Q2 and AMD ship 3M = 14M socket 7 in Q2-98. In Q3 INTC will ship 5M Pentium and AMD will ship 5M = 10M in Q3-98. By Q4 INTC will ship 2M Pentium (mainly mobile), AMD 6M, Cyrix 2M, IDTI 1M = 10M socket 7. Summary Q1-98 16.5M Q2-98 14.0M Q3-98 10.0M Q4-98 10.0M There are plenty of socket 7 chips around to make MB makers happy for the rest of the year. Only big MB makers will survive. Smaller manufactures will move to PII. Thus your figure is way off. The super-socket 7 motherboards of 100MHz will be announced the same day as the K6-3D. There will be quite a few of them. If you think the performance K6 super socket 7 is slow then read anandtech.com Then you make the conclusion. Don't underestimate the socket 7 and the K6 and K6-3D. Both CPUs have superior logic core than PII. Maxwell

To: Time Traveler who wrote (32150)	4/24/1998 2:50:00 AM
From: Adrian Wu	Read Replies (1) \| Respond to of 1583489

Re: <However, when Intel shuts off the pipe flow of Socket-7 CPUs, what would the MB manufacturers do? I would say they have to stop producing too many Socket-7 MBs.> How many Pentium Pros does Intel ship each year? How come almost all motherboard manufacturers of significance produce PPro motherboards? And how about the DEC Alpha? Why hasn't it died from a lack of motherboard support? 12 million socket 7 chips from AMD each year is not insignificant, especially for small motherboard manufacturers. Add on Cyrix and IDT and this becomes even more significant. AMD is projected to ship 30 million chips next year, and this is not an insignificant amount (25% of the projected market). The cost of designing and producing socket 7 boards are low, and most of the R&D cost has already been amortized. There may be a little more expense dealing with the 100MHz bus, but this is not much. That's why even those "obscure 34 motherboard makers" can produce them. I'm sorry that your post exposes your ignorance badly. Asus, Abit and FIC are amongst the top motherboard makers in the world. In fact, these companies make motherboards for OEM customers such as Compaq, Dell and Gateway. As for core logic producers, the top players are Intel, ALi, VIA and SIS. They may be obscure to you, but certainly not to anyone who work in this industry.