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

To: kash johal who wrote (51222)	2/27/1999 8:37:00 PM
From: Bruce A. Thompson	Read Replies (3) \| Respond to of 1572601

Hey paul, Let's see now??? Last quarter AMD beats estimates made before the quarter started but misses the estimates made during the last week of the quarter by $.04. Made them a dismal failure. While they were being a dismal failure, they took over the sub $1,000 category from Intel. They promptly announced they would not make any money at all this quarter and would probably loose money. That should take care of the whisper #'s and the anaylists that would depth charge a good quarter by inflating estimates. (Hey, I was guilty too. I guessed $.41) So, that brings us to this quarter. It seems that AMD has taken over the Desktop market from Intel. 43% vs 40% Ouch!! So much for not being able to produce and market. Has anybody seen a <366 mhz AMD machine in any stores this quarter. Only in laptops. OOPS!! Looks like AMD is producing and shipping the highest % of desktop chips, selling the most machines, and we are not hearing anything about bad parts or chips nobody wants. I PREDICT $.15 FOR Q1!! Put that in your pipe and smoke it. BT

To: kash johal who wrote (51222)	2/28/1999 12:28:00 AM
From: Scumbria	Respond to of 1572601

Kash, Have you heard anything about a low cost super 7 compatible K7 option as well. This is very unlikely. The differences in bus protocols would require a radically different core. Scumbria

To: kash johal who wrote (51222)	2/28/1999 10:13:00 AM
From: Yousef	Read Replies (1) \| Respond to of 1572601

Kash, Re: "K7 ... I am expecting a May release to co-incide with AMD's 30th anniversary." Kash, do you expect AMD to be shipping these K7 out of MegaFlop25 (tm PREngel) or Dresden. BTW Kash, I continue to hear "bad things" about the Motorolo Copper process transfer to AMD. If these K7's come from the MegaFlop .25um process, they will probably run at 400mhz ... I can see it now: K7 advertised for "first time buyers" of computers in <$500 machines. <ggg> Make It So, Yousef

To: kash johal who wrote (51222)	2/28/1999 8:04:00 PM
From: Jim McMannis	Read Replies (2) \| Respond to of 1572601

Kash, RE:"I am expecting a May release to co-incide with AMD's 30th anniversary." ---I believe that RDM is keeping track of estimate K7 releases. I'm looking at a May release myself. Sounds like you've been receiving some good information. As a matter of fact I may even MOVE UP my estimated release date for the K7. Things are looking pretty good. RE:"Have you heard anything about a low cost super 7 compatible K7 option as well.". Best not to talk to much on an open forum but a lower cost package makes sense. Can a K7 connect via socket 7? Would the cache have to be on die? Jim