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

To: Tenchusatsu who wrote (53183)	3/22/1999 1:57:00 PM
From: Pravin Kamdar	Respond to of 1583524

Tench, techweb.com Pravin.

To: Tenchusatsu who wrote (53183)	3/22/1999 2:13:00 PM
From: ericneu	Read Replies (2) \| Respond to of 1583524

Tench and all: Anand's not exactly what I'd call 100% reliable, but this is interesting nonetheless... --- AMD demoed a 600MHz K7 at Cebit, unfortunately the announced something which I have been expecting for a little while now, they indicated that the final FSB frequency of the K7 to be released in June may in fact be slower than the 200MHz frequency they originally announced. The official quote was a drop down to 133MHz, however judging by my experience with the current wave of alpha PC133 memory modules, I must say that either the memory industry is going to have to improve its quality or AMD is going to have to realistically stick to the 125MHz FSB speed if they want to launch the K7 in June. Current reports indicate that the 500MHz K7 samples running around right now use a 125MHz FSB setting and a 4.0x clock multiplier, which makes much more sense than the 200MHz x 2.5 we were told at Comdex. Luckily, according to AMD, the K7 is ready for a launch in June...meaning that the processor is actually on schedule. Could it be? There's one problem with the K7 that may or may not have been sorted out yet, and it's a problem that isn't with the chip itself, rather AMD's Gomez chipset. I'm hoping that in the Cebit demo AMD used a real AGP video accelerator to show off the (hopefully) functional AGP support of the chipset, however chances are they didn't, and chances are that the video accelerator they used was the same Banshee from Comdex. I could be wrong...let's hope I'm wrong.

To: Tenchusatsu who wrote (53183)	3/22/1999 4:26:00 PM
From: Mani1	Read Replies (2) \| Respond to of 1583524

Tenchusatsu, Re <<AMD is not going to make inroads into the server market on CPU prices alone.>> Yes, you are right. AMD has every intention of selling the K7 to the server OEM's based on its quality and performance. There has been a whole lot of speculation about the K7, most of them are unproven. Whether it is as good as advertised and whether AMD can produce it in volume remains to be seen. For K7 to have any chance, it must be reliable and offer superior value to the Xeon. The decision of purchasing a mission critical server based on AMD's K7 is much larger than purchasing a second PC for the home for $600. Lots of scenarios must go right for the K7 to be a success, but if they do, $60 per share is possible within 12 months. A long shot but at $16 a share a very sound investment. For now AMD must produce high MHz K6-2 and K6 III to raise the ASP's from the current money losing levels. Mani