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

To: Joey Smith who wrote (35077)	7/25/1998 2:56:00 AM
From: Kevin K. Spurway	Read Replies (2) \| Respond to of 1584866

Re: "Best case, K6-3 in volume will be early '99. Guess what Intel has in store for them then...Intel's got the full arsenal loaded. They just choose the best time to attack." First of all, K6-3 will be here sooner than that. If I were an Intel exec, I'd be very concerned at the speed and ease of the K6-2 ramp so far. K6-3 is right around the corner. Rumors are saying September introduction, even. Even if the K6-3 doesn't materialize until 1999, what does Intel really have in store? The 128k Celeron at 333 MHz (appearing Q4 '98), which will end up taking business away from the high end PII market? The 450 MHz PII (set to launch in a month)? Or maybe you're waiting for Katmai 450/500 MHz (March-April 1999)? By January of next year, AMD will probably have the 400 MHz K6-3, and will almost definitely have the 400 MHz K6-2, in volume. And if you think Intel's margins are shrinking fast now, just wait until AMD is within one speed grade, with a much smaller die. "Intel's got the full arsenal loaded. They just choose the best time to attack." Believe me, they're not pulling any punches. If they could roll out Katmai tomorrow, they'd do it. For some reason Intel has people brainwashed into thinking that whenever they need to, they just pull another product out of their *ss. That just isn't the case. Kevin