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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Patrick Grinsell who wrote (68016)	11/6/1998 8:09:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

<<Like what? Anything that can beat out K7. Don't be shy, give me the dope.>> Beat it out for what? Wide receiver? Split end? First of all, AMD has already said K7 is intended for performance PCs and low end workstations. That leaves out high end workstations and servers, where the big margins are. OK, so it's a desktop CPU chip by AMD's admission. It's performance vs. Intel PII's or Katmais remains to be seen. It's much too early to say anything. No silicon yet (at least from AMD). OK, K7's biggest problem, regardless of its performance, will be that it is not compatible with Intel's chips WRT chipset and mechanical I/O and, therefore, mainboard. OEMs will have to go out on a limb to design or procure all this stuff, which is different and separate from what they need for Intel. Are they going to support both, or drop Intel? Don't think they're going to drop Intel. Cut to the chase: I feel like I can speak as someone with a lot of experience competing with another almost overwhelming market dominator. When that is the case, you better be compatible, or one whole helluva lot better (at least 2X) or plan on losing that particular battle. That battle in this case is K7. Tony

To: Patrick Grinsell who wrote (68016)	11/6/1998 8:25:00 PM
From: Elmer	Read Replies (2) \| Respond to of 186894

Re: "Raza: We don't need to. We have a blanket cross-license with Intel for all its patents. So if we choose to be compatible with Katmai, we can be. There nothing to stop us." Maybe, maybe not. AMD claimed to have the rights to the original MMX instruction set and name too but finally backed down and bought a license from Intel when threatened with a suit. Does Intel agree that AMD has the rights? They've played this game before. Re: "Like what? Anything that can beat out K7. Don't be shy, give me the dope." Pat, it is not at all clear that the K7 will beat Intel's existing products at the time it is released, much less any new products Intel may have at or near introduction in that timeframe. The K7 is long on hype and short on facts. Just like the K6 was and the K5 before it. Don't be too surprised if the reality falls short of the hype. Paul Engel has done a nice job of describing Intel's product roadmap and I think there is even a website (toms?) that has an Intel processor roadmap page on it. It's probably not completely accurate but interesting nonetheless. Maybe someone will post a link. EP