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

To: Crossy who wrote (40567)	11/1/1998 5:08:00 PM
From: Elmer	Read Replies (1) \| Respond to of 1576858

Re: "Fact is they lost 6 months. How many more months can they afford to loose ? Their game plan was to be able to compete vs.RISC designs alone - not being joined by AMD in this competitive effort. With K7 in the pipeline, they won't have this market just for themselves." The K7 is nothing more that a foil presentation at this time. That could change of course but seeing is believing. The Xeon 400mhz has been shipping for months now. The fixed 450mhz version is now available and shipping in volume. We should expect to see significant revenue showing up on Intel's bottom line in Q4. AMD will not ramp the K7 to any significant volume based on the design they talked about recently (but didn't show). That design is not manufacturable (IMHO) in large quantities and will require an added L2 to have meaningful impact on the market, if then. AMD seems to be indicating they have little confidence in their ability to design and manufacture a K7 with added L2 in the available timeframe so they may be in real trouble. Time will tell. EP