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

To: kash johal who wrote (45305)	1/10/1999 2:12:00 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 1580253

Kash, RE:"Katmai will have a major ad blitz but most people particularly IT managers know that it will be a major waste of time for business apps (just like 3d now from AMD)"... Intel knows this and will have a couple of baloney business apps that benefit from KNI instructions. Remember, Intel will market Katmai much better than AMD did 3DNOW!. With all AMDs successes of late it's apparent that they haven't done enough with promoting 3DNOW!. They needed to fill all the holes so when KNI arrives that Intel has no new holes to fill. Jim

To: kash johal who wrote (45305)	1/10/1999 10:41:00 PM
From: Paul Engel	Respond to of 1580253

Kash - Re: " If the k-3 does come out at 400-450 speeds this quarter in plentifull supply then Intel is in big trouble. " And what about AMD? Their 400 and 450 MHz K6-2 will drop to <$100 instantaneously. The K6-3 will cost 44% more to build, cutting into AMD's capacity and it will still have to sell BELOW Intel's Celeron cost structure - remember Anand's benchmarks - the K6-3 performs worse than Celerons in the "gaming" segment - where many of AMD customers are. Paul