Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Yousef who wrote (37276)	9/22/1998 10:04:00 AM
From: Maxwell	Respond to of 1571928

Yousef: <<What do you hear at the "pool" and what do your "chicken bones" say ?? <ggg>>> I heard that AMD will announce the K6-2-400MHz soon. My jasmine leaves and peacock bones said the same thing. BTW where is Intel PII-333 with 3DNOW mobile? AMD already has one in the market. Time to cover your shorts or else you won't have one left. starlex.com Maxwell

To: Yousef who wrote (37276)	9/22/1998 12:34:00 PM
From: Jim McMannis	Read Replies (4) \| Respond to of 1571928

Yousef, Compaq has announced a K6-2-350 system. Yousef, why do you keep asking me to read the tea leaves and chicken bones for you? The handwriting is on the WALL and you don't need the universal translator. <G> You, Stocky, Elmer and Paul have been enlightened...only Paul has been smart enough to buy some AMD. Jim

To: Yousef who wrote (37276)	9/22/1998 12:47:00 PM
From: Maverick	Respond to of 1571928

AMD's new K6 could smash laptop prices PC Week By Lisa DiCarlo, ZDNet Advanced Micro Devices Inc. today introduced a 300MHz K6 chip for portables, the next step in its plan to penetrate a broader band of the computer market. AMD's (NYSE:AMD) plans will likely put pressure on Intel Corp.'s (Nasdaq:INTC) mobile processor prices, which are already scheduled for a first-quarter drop. The 300MHz K6 will cost $229 in 1,000-unit quantities. Intel's mobile 300MHz Pentium II is selling for about $635 now. AMD's policy generally has been to price its comparably performing chips 25 percent below Intel's. The newest K6 will be followed in the first half of 1999 by mobile versions of the K6-2, which will feature 3DNow technology and support for a 100MHz bus. Sharptooth to follow Later in 1999, AMD will introduce a chip, code-named Sharptooth, that will have 256KB of integrated Level 2 cache and a 100MHz bus, officials said. AMD hopes that OEMs will position those notebooks toward the higher end of market, said David Somo, director of product marketing at AMD in Sunnyvale, Calif. The K6 processors will be used mainly in value-oriented notebooks. Compaq Computer Corp., which effectively created the $1,000 desktop PC market with Cyrix Corp. chips, is already using AMD's 266MHz K6 and will use the 300MHz version in its Presario notebooks, officials said. AMD officials said other notebook makers will announce K6-based products, although they declined to say who or when. Ripe for competition Analysts are in agreement that the mobile market is ripe for competition, considering that Intel has been the only provider of X86 mobile chips since the 386, when AMD last competed in this market. "It will be a good thing for the market to have another choice and will help [prolong the shelf life] of existing Socket-7 based products,'' said Dean McCarron, an analyst at Mercury Research Inc. in Scottsdale, Ariz. Don't count Intel out Intel, of course, does not plan on ceding the market, especially after initially missing the market for low-cost desktop PCs. To that end, the Santa Clara, Calif., company needs to fill the gap left open between today's pricey Pentium II notebooks and Celeron-based systems coming in the first quarter. Intel will resurrect the Pentium with MMX product line early next year and introduce a 300MHz Pentium Processor with MMX Technology, officials confirmed. That chip will cost about $185, sources said. Still, AMD may have important time-to-market advantages over Intel. For example, AMD is expected to introduce an integrated 3D instruction set into mobile processors, the K6-2, months before Intel does the same with its mobile version of the Katmai processor. Also, AMD is expected to introduce a 100MHz bus implementation in portables in the first half of 1999. Intel is not expected to reach that milestone until September of 1999 when it introduces Coppermine. As previously reported, Intel intends to introduce a raft of low-cost processors in 1999, including its first Celerons for notebooks - a 233MHz chip for about $105 and a 266MHz processor for about $155, sources said. The larger question for AMD is whether the company has the cachet to demand premium prices from customers.