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

To: Jim Patterson who wrote (33612)	6/28/1998 3:07:00 PM
From: Ed	Read Replies (2) \| Respond to of 1571793

Earnings (or lack of...) Does anyone know if AMD issued any warnings for the first qtr before they announced the actual numbers? Thanks, Ed

To: Jim Patterson who wrote (33612)	6/28/1998 5:00:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 1571793

Jim - Re: "According to AMD, K6-2 on 100BX or Super socket 7, is faster than a P II 350, and almost as fast as a 400 in graphics," According to AMD, "PROFITS ARE ON THEIR WAY". Do you really believe AMD? Do they have a lot of credibility for you? I'm sure with optimized - BUT UNAVAILABLE - DircecTX 6 drivers, some few games will outperform an Intel Pentium II/350 when run on a K6-2. Look at reality - where is the stampede for major OEM's to adopt the K6-2? I think IBM has - I know of no others, Look down below at AMD's stock price. Does that tell you the world is stampeding to the K6-2 so they can play QUAKE faster than an Intel Pentium II? Re: "Do you think this can be a problem for INTC ? Especialy Celeron." Au contraire! Look at the Celeron and K6-2 pricing! AMD has had to DROP THEIR K6-2 pricing to about $160+/- to match Intel's Celeron-300 MHz price! The Celeron is AMD's worst nightmare. And it will get worse as the Mendocino is soon to be released - on first silicon. Look for the K6-2 to drop further in price, widening AMD's losses. Paul

To: Jim Patterson who wrote (33612)	6/28/1998 10:59:00 PM
From: Time Traveler	Read Replies (1) \| Respond to of 1571793

Jim, how come you are not sure what to make of it? It is not even close. P-II/350 runs: - CPU to L1 cache at 350MHz - L1 cache to L2 cache at 175MHz - L2 cache to memory at 100MHz (440BX chipset) even at the same time if L1 - L2 link is busy P-II/400 runs: - CPU to L1 cache at 400MHz - L1 cache to L2 cache at 200MHz - L2 cache to memory at 100MHz (440BX chipset) even at the same time if L1 - L2 link is busy K6-2/300 runs: - CPU to L1 cache at 300MHz - L1 cache to L2 cache at 100MHz - L2 cache to memory at 100MHz but not at the same time if L1 - L2 link is busy However, there is a bright side of K6-2. This CPU has a superior MMX unit that allows some certain games to run more appeasingly to eyes of an all-star gamer like Maxwell. On the other hand, P-II still has a superior FPU than the K6-2. Now, are you still not sure? Time Traveler