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.

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

To: Saturn V who wrote (73083)	2/6/1999 4:41:00 PM
From: Scumbria	Read Replies (3) \| Respond to of 186894

Saturn V, Your Victory at Sea message was clever and well written. However, AMD is not going away and PIII is only a small incremental improvement over PII. KNI is not going to offer any huge advantage over 3DNow. Any KNI mission critical apps will be ported to 3DNow as well. AMD has had incredible success penetrating a marketplace dominated by a giant monopoly with tons of cash. Give the management of AMD some credit for their success. Scumbria

To: Saturn V who wrote (73083)	2/6/1999 5:06:00 PM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

Saturn V, as you point out about the K7, it's a whole 'nuther ballgame from any CPU chip that AMD has intro'd so far. The speed aspect you mention is key. We're not talking classic textbook waveforms anymore at 500 MHz and up. Anybody designing up there better send some engineers to transmission line theory school. Designs with marginal speed problems can appear to work, but become very flakey at different temperatures or with power supply fluctuations. Also, socket sensitivity can creep in with speed problems, which can drive a manufacturer crazy. Related to socket sensitivity can be that certain CPU's only work with certain chipsets. More hair pulling. AMD has not been able to sell CPU chip one into the corporate market yet. In fact, in my experience, companies are still buying almost exclusively Pentium IIs. They're not even buying Celerons! I wonder about the K7's chance in getting accepted into the corporate market, especially with AMD's additional twin albatrosses of bad financials and history of manufacturing problems and attendant mediocre yields and reliability. I don't think they'll get into the corporate market with the K7, and it's probably going to be too expensive for the home market. So what to do with this thing? Tony