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

To: Paul Engel who wrote (38954)	10/9/1998 4:58:00 PM
From: Scumbria	Respond to of 1572847

Initially, AMD will pooh-pooh the KNI, just like they pooh-poohed the SLot 1 architecture - until they realized the technical merits of the concept and went head long into the K7/Slot A development. Paul, The benefits of Slot/1/2/A are pretty much limited to MP applications. Even Intel is eliminating the Slot architecture for Celeron. The fact that K7 uses SlotA indicates that AMD is targeting it for Servers. Scumbria

To: Paul Engel who wrote (38954)	10/9/1998 5:58:00 PM
From: Petz	Read Replies (3) \| Respond to of 1572847

Paul, <initially, AMD will pooh-pooh the KNI, just like... Slot 1> Actually, AMD never adopted Slot 1 and they will never adopt KNI, they will leap over it. KNI, despite having zillions more instructions does not improve double precision floating point one iota. 3DNow implementation in K7 will be a superset which extends 3DNow SIMD performance to double precision. Tune in next Tuesday. AMD Slot A is a leap over the Slot 1 in performance. Timing skew means Slot 1 100 MHz bus can only be extended to about 133 MHz and I doubt Slot 1 can support RAMBUS technology. Slot A will start at 200 MHz, and support cheap dual-data rate SDRAM, as well as direct RAMBUS. Petz

To: Paul Engel who wrote (38954)	10/9/1998 7:58:00 PM
From: Maverick	Read Replies (1) \| Respond to of 1572847

AMD gets Rambus AMD gets Rambus news.com

To: Paul Engel who wrote (38954)	10/9/1998 8:01:00 PM
From: Maverick	Read Replies (1) \| Respond to of 1572847

Ashok Kumar is kissing INTC by maintaining an aggressive strong buy but pooh-pooh AMD with a neutral rating. It looks like Kumar is preparing for a battle against the famed Kurlak. Piper Jaffray analyst Ashok Kumar raised his 3Q and 4Q earnings estimates on INTEL, saying that revenue growth in the September quarter should be stronger than Intel's guidance. Kumar raised his 3Q estimate to $0.84 a share, from $0.80 a share previously, to reflect 13% sequential revenue growth in the 3Q. "We estimate that revenue growth for the September quarter should be stronger than the guidance of 8-10% sequential growth," Kumar said in a note to clients, referring to Intel's pre-announcement last month of a better than expected 3Q, due to strong demand in North America and Europe, across all product lines. Kumar also raised his 4Q estimate to $0.92 a share, from $0.86 a share previously. Kumar said he maintains an aggressive strong buy on the stock, with a price target of $105. (Reuters 01:02 PM ET 10/09/98)