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

To: Paul Engel who wrote (50257)	2/20/1999 10:17:00 PM
From: Scumbria	Read Replies (1) \| Respond to of 1580448

Paul, The wheels are falling off over at AMD "The sky is falling, the sky is falling" -Chicken Little I already saw several books about the PIII at the book store- "The Emperors New Clothes" "Much Ado About Nothing" "1984" Scumbria

To: Paul Engel who wrote (50257)	2/20/1999 11:04:00 PM
From: greg nus	Read Replies (2) \| Respond to of 1580448

Paul, if things are so bad at AMD I' curious why do you watch. Do you get off on watching AMD as much as say an Arnsonist would get off watching a plant burn down?? Also if things are as bad as you say at AMD what do you contribute their recent sucess to.

To: Paul Engel who wrote (50257)	2/21/1999 1:24:00 AM
From: Ali Chen	Read Replies (6) \| Respond to of 1580448

Ok Pal, let me give it a try: <They have to jack up the K63 voltage.> ----They refined and re-qualified process to achieve reliable yield at 400 and 450MHz; <Katmai Ne wInstruction momentum is building.> ----KNI appears to have no advantage over Intel FPU on realistic workloads; <3DNOW is NOW a second rate gaming crutch for a slow AMD FPU.> ----AMD 3DNow is built in compilers and is gaining momentum; KNI is only "building momentum". <They are lowering ASPs.> ----They are gaining market share... <They are losing money> ----during the standard business practice in market share war; <They got Gateway Business by lowering ASPs even MORE.> ----They got extra 10%, now total 90% of largest PC OEMs; <The K63 will be announced with only Compaq and 2 no-names as customers.> ----Who cares if the customer has no name as soon as they willing to pay premium price for a processor that performs one speed grade better than overpriced Pentium-II; <The K7 has no announced support.> ----K7 does exist and operates at 1.6V; <Flash is tanking> ----1.8V, 100ns 8Mbit flash is in full production, research leads towards 0.9V flash memory... amd.com amd.com (ULTRA_NAND flash with 100,000 cycles of operation and 10 years data retention) <Vantis is tanking.> ----but embedded processors are always profitable and will migrate onto K6 platform... <Headquarters is rented and the rent comes due each month.> ----cost saving on building maintainence is huge... <The RF department was parted out.> ---- instead, AMD supplies controllers for affordable Home Phoneline Networking: amd.com etc., etc. Happy woodworking in your hovel, Pal.