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

To: Maxwell who wrote (37972)	10/2/1998 10:24:00 PM
From: kash johal	Read Replies (1) \| Respond to of 1572503

Maxwell, I am astonished that INTEL does not have a new architecture shipping in 99. They have sat back on their ass waiting for HP to deliver Merced, and figured that by coming out with 31 different flavors of PII core that they segment the market and keep a price range of $80 to $400 for essentially the same piece of silicon. Their idea of a new architecture is to slap more and more cache with the cartridges. AMD has had a long time to design the K7 and they have had the PII to look at architecturally. IMHO the AMD design team is real good and they will be coming out with a better mousetrap per Clock coupled with 500-600 Mhz clock speeds in 99. The moment AMD has a higher performance CPU for server markets than Intels crap all bets are off on this stock price. They have captured 40% plus of the home market. With the K7 they can capture 40% plus of the server/workstation market. The business market wants highest performance CPU's and a quality box from tier 1 suppliers. Folks like IBM/Compaq will have a field day selling AMD based servers. Have a great weekend.