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

To: Maverick who wrote (34540)	7/15/1998 2:24:00 PM
From: Paul Engel	Read Replies (4) \| Respond to of 1571828

Maverick - Re: " Intel admitted it lost market share to AMD & NSM..." They sure did! Intel turned down the opportunity to LOSE MONEY on their CPUs and gain market share. AMD didn't. By the way Maverick - did you know AMD lost money this quarter? ANd it wasn't $65 MILLION - it was closer to $105 MILLION ! And do you know what, Maverick? AMD said they might lose money in the next quarter ! And do you know what Maverick ? AMD will probably be right for a change! Paul

To: Maverick who wrote (34540)	7/21/1998 1:42:00 AM
From: Paul Engel	Read Replies (1) \| Respond to of 1571828

Maverick pubs.cmpnet.com Creditors Put the Squeeze On AMD (1:55 p.m. EDT, 7/17/98) By Mark Hachman A group of Advanced Micro Devices Inc.'s creditors has warned the company that if it fails to meet certain financial requirements, it will default under terms of a credit agreement valued at $800 million. In an 8K report filed with the Securities and Exchange Commission dated July 8, one clause of the amended agreement states: "AMD shall not suffer or permit (a) a net loss of greater than $20 million for the third fiscal quarter of 1998, and (b) net income to be less than $1.00 for the fourth fiscal quarter of 1998, and for each fiscal quarter thereafter." Still, analysts doubted that the creditors, led by Bank of America National Trust and Savings Association, would actually foreclose. {=============================} Well the B of A foreclose on the Sunnyvale White House? Tune in Next October for the continuation of the AMD Challenge ! Paul

To: Maverick who wrote (34540)	8/5/1998 1:48:00 AM
From: Paul Engel	Read Replies (1) \| Respond to of 1571828

Maverick - You're probably in need of a very fast notebook PC, so you'll be interested in the following: news.com 300-MHz Pentium II notebooks on tap By Michael Kanellos Staff Writer, CNET NEWS.COM August 4, 1998, 5:20 p.m. PT A flotilla of new notebooks will set sail on September 9 when Intel releases a 300-MHz Pentium II for portable PCs and cuts prices on the rest of its mobile chip line. What's more, the September price cuts will be closely followed by another round of price drops that will lower the 300-MHz chip from its introductory price of $637 to around $371, according to sources. Together, the new chip and two pricing actions could mark another stage in the notebook world's developing low-cost market. The timing and exact extent of these price cuts remain in flux, according to sources. Another caveat: The prices apply to volume purchases. But overall it looks like more good news for consumers. One reason for falling costs seems to be the disparity between desktop and notebook pricing. Comparative pressures are already prompting notebook vendors to bring 233-MHz Pentium II notebooks to market for around $2,000. "The pricing pressures that were going on in the desktop arena are being paralleled in the notebook space. Manufacturers are now starting to put pressure on each other," said David Thor, director of research with Sherwood Research, a consulting firm covering mobile PC technologies. Additionally, notebook sales have slowed. Growth in desktops outpaced notebooks in the second quarter, according to Scott Miller of Dataquest, a historical anomaly. Leading vendors Toshiba, IBM, Hewlett-Packard and NEC, among others, will release (or at least announce) new notebooks commensurate with the 300-MHz chip's debut. Toshiba has said that it will use the chip in its ultraportable Portege 7000CT and in its standard-sized Tecra 8000 business notebooks. IBM will support the new chip across all of its ThinkPad computers, said sources close to the company. The line includes the full-featured 770, the slimline 600 and 560 models, and the lumpy, yet reliable, 380. HP and NEC are expected to feature the chip in the high-end notebooks across their various product lines. Broad adoption across form factors is possible because of the chip's packaging. Starting with the "Tillamook" Pentium MMX notebook chips, Intel began to case its chips in a module that can accommodate at least two generations of chips at different speed grade. As a result, little engineering is needed to pick up new chips. "Mostly it's thermal and regulatory testing," said one source. Major manufacturers will likely use this September release to phase out the older Pentium MMX notebook lines. Pentium MMX machines will still be sold, but few if any new models will use the chip. Nearly every new Intel-based notebook going forward will contain a Pentium II processor. Meanwhile, the 266-MHz Pentium II chip for mobile PCs will drop from a current price of $444 to $371 next month, and to $209 after the fall cut. The 233-MHz Pentium II, which now sells for $262, will drop to $209 in September. Intel is an investor in CNET: The Computer Network. {=============================} According to the article, you will have a "flotilla" of 300 MHz Pentium II notebooks to choose from. Paul

To: Maverick who wrote (34540)	8/7/1998 12:29:00 AM
From: Paul Engel	Read Replies (3) \| Respond to of 1571828

Maverick - AMD's 3DNOW seems to be losing support with the software developers. Did you know some ISV's think Katmai New Instructions are superior to the 3DNOW? I didn't think you knew. So I'll refer you to the article so you can read for your self. {=================================} eet.com "Another potential consumer of execution units is SIMD processing. Jalapeno will have to face Intel processors equipped with the Katmai New Instructions (KNI), Intel's second-generation version of MMX. Cyrix is in the process of deciding whether it will remain with the 3DNow instruction-set extensions of Advanced Micro Devices Inc. (AMD), or move to an implementation of KNI. "We've heard from some ISVs [independent software vendors] that KNI is superior to 3DNow, Swearingen said. "There's discussion on whether AMD intends to evolve 3DNow in that direction, and on whether we might go there independently. One of the issues is that KNI may use 128-bit registers and some other things that you can't just adapt to with some simple pipeline changes. We are still looking into the question." {===========================} Wouldn't it be downright awful if the K6-2 and K6-3 became orphan chips because they didn't support Katmai New Instructions? That could be a real long term problem for AMD, don't you think, Maverick - especially if Cyrix doesn't support 3DNOW. Paul