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To: dumbmoney who wrote (67012)	10/19/1998 1:49:00 AM
From: Paul Engel	Respond to of 186894

dumbmoney - Re: " We are all aware of AMD's spotty track record. But this time I think it may really be different. " Welcome to the long list of those who thought it will be different 3 years ago, then 2 years ago and then one year ago. Buy some AMD and put your money where you think it will GROW! Paul

To: dumbmoney who wrote (67012)	10/19/1998 1:54:00 AM
From: Paul Engel	Read Replies (4) \| Respond to of 186894

dumbmoney - Re: "Quite frankly, Intel screwed up bigtime." What did they screw up? Record revenues of $6.7 BILLION ? Near Record Earnings of $1.6 BILLION ? XEONS adopted by EVERYBODY but SUN ? Merced endorsed by EVERYBODY INCLUDING SUN ? A full processor development portfolio covering the low end, the middle, the high and the VERY HIGH END in 0.25, 0.18 and 0.13 micron process up through 2003? Look at AMD's financial statements and a 2 product roadmap for the forseeable future - one of which is already 4 months late - to see what TOTALLY SCREWED UP BIGTIME REALLY is. Paul

To: dumbmoney who wrote (67012)	10/19/1998 3:18:00 AM
From: Tenchusatsu	Read Replies (1) \| Respond to of 186894

<Intel has stated that the P7 is at least two years away (late 2000, early 2001). That's a mighty big window of opportunity. Maybe even big enough for AMD. Quite frankly, Intel screwed up bigtime.> Man, why can't people get it? The P7 isn't going to be a K7-equivalent. If anything, K7 is more of the P6-equivalent, perhaps even surpassing the P6 clock-for-clock. Yet I haven't seen anything in the K7 core design that is vastly different from the P6 core. In other words, the K7 doesn't introduce anything new; it just features more of what made the P6 so powerful. Like I said, this is the "Ford Mustang" approach to CPU design. The only window of opportunity for AMD is the short time between the K7 introduction and the introduction of Coppermine and Cascades, Intel's first 0.18-micron products. It is unlikely that AMD will have 0.18 in full swing before early 2000, and by then, there will be yet another small window of opportunity before Merced, Willamette, and Foster. Tenchusatsu