Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Tenchusatsu who wrote (44089)	12/27/1998 8:59:00 AM
From: Cirruslvr	Read Replies (3) \| Respond to of 1583333

IBM has a 400MHz K6-2 based system in Best Buy's ad today It contains high quality (for an OEM) components and is $1599 for the whole package. 96MB RAM 8 gig HD 4x (4th gen or quad spd?) DVD 8MB Ati video card

To: Tenchusatsu who wrote (44089)	12/27/1998 1:06:00 PM
From: Maxwell	Read Replies (2) \| Respond to of 1583333

Tenchusatsu: <<Cirrus, Compaq is probably the best thing going for AMD at the moment. I would bet that for future processors like the K6-3, Compaq will get first pickings at AMD's latest and greatest. Given Compaq's pull in the server industry, and also given that Dell is becoming a serious competitor in servers, I would also bet that Compaq would be the first to feature K7 servers and workstations.>> You got to be kidding. The whole industry hates Intel. Intel has used devious schemes to kill competitors and screwed OEMs at their own will. Every company including Microsoft wants AMD to succeed. AMD success meant the end of Intel ruthless monopoly. Even if Intel is selling CeleronA-400MHz for $50 OEMS will still support AMD just to keep competition alive. Compaq is just one of AMD supporter. The other big heavyweight is IBM. Acer, HP, NEC/Packard Bell, and Fujitsu are the others. Gateway is also a supporter of AMD. The only one that is loyal to Intel is DELL but that won't last soon. AMD has proven that they can design CPU as good or even better than Intel. Intel thought socket 7 was dead and there was no way to improve the performance. Guess what K6-3 on socket 7 is better than PII on slot 1 clock for clock. AMD invented 3DNOW and now Intel copied AMD 6 months later and called it KNI as if it was Intel invention. Intel thought Slot 1 was smart but now say that socket 370 is a better idea. Guess what buddy? Intel is not invincible. The big Intel pot has shown some cracks. K7 and K6-3 will be the final blow to that pot. I guess Intel's failure depends heavily on how well they can continue to screw more OEMs and using their marketing force to create new products on old revamped technology. Maxwell

To: Tenchusatsu who wrote (44089)	12/27/1998 2:06:00 PM
From: kash johal	Read Replies (1) \| Respond to of 1583333

Tench, You make some excellent points regarding AMD systems being percieved as low end due to market positioning/segmenting by OEMS. Compaq is the key to AMD's success. They gave life to AMD last year by agressively offering K6's. They have agressively pushed the k6-2 400 into a pretty nice system that a more serious user might buy. They will be key to the success of the K-3 and K-7's too. PS with IBM now offering K6-2 400's, with CTX offering K6-2 400's and them being available from box makers it sure looks like volumes must have been quite reasonable for the k6-2 400 in Q4. If the k6-3 comes out in decent volumes in q1 and the K7 in Q2 then AMD should easily double CPU sales from 98 to 99 and increase ASP's over 98 as well. Clearly there is room for both AMD and Intel to do well in 99 unless demand collapses. Regards, Kash