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

To: Jim McMannis who wrote (46653)	1/19/1999 6:38:00 PM
From: RDM	Read Replies (2) \| Respond to of 1572945

Yes we talked by email. I am glad to tell what I know. I only spoke up because some of the data being put here seemed ill informed. I have a high degree of respect for both Intel and AMD developers. I think that Intel has the worst problem trying to create shareholder value with their huge market capitalization and thin roadmap. I think that Intel now must rely on clock ramp up. I believe that they will try to reach 600 Mhz and then 800 Mhz before AMD. This year AMD for the first time IMHO superiority on a per clock basis initially against the PIII with the K6-3 by a trifling amount and then with the K7 by a bigger amount (50% or more on some floating point benchmarks). Intel however is going to work hard to attempt to stay ahead in MHZ. How well Intel and AMD succeed in Mhz is the key. It is wise to anticipate some hic-ups in the K7 ramp up since it is a complex chip that requires new support chips and new motherboard designs. After peering for some time into my crystal ball I expect that 18 months out it will be clocked at 800 Mhz plus and shipping at 3,000,000 pieces per quarter with an ASP of $225 on top of 3,000,000 K6-3s at an ASP of $125.