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


To: Yousef who wrote (51919)3/8/1999 6:25:00 PM
From: Kevin K. Spurway  Read Replies (1) | Respond to of 1571698
 
Re: "All of this because of the "process thing".

The "process thing" is slowly getting resolved. AMD is now one speed bin away from Intel. They are a half bin ahead in the mobile arena. They are manufacturing the world's most complex x86 microprocessor (the K6-3) in volume and they have a huge advantage over Intel in terms of transistors/mm2. All this with a processor design that, due to its architecture (lower latency) is more difficult to manufacture at high clock speeds than that of the competition, all other things being equal. AMD has made all this happen in less than a year on their .25u process. I'm not sure why people are surprised that AMD won't hit 5.5 million units--it's pretty obvious that units shipped are going to fall when you increase die size as significantly as AMD has done with the K6-3.

Kevin



To: Yousef who wrote (51919)3/8/1999 6:53:00 PM
From: Jeff Fox  Read Replies (2) | Respond to of 1571698
 
Yousef, re:"AMD is preparing us for a more "significant" loss"

Time to start speculating how significant?

AMD likes to do things dramatically - let's go to beat last year!

Greater loss than $0.44 ??

Jeff