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 : CYRIX / NSM -- Ignore unavailable to you. Want to Upgrade?

To: Paul Engel who wrote (31395)	4/4/1999 6:35:00 PM
From: Pravin Kamdar	Read Replies (3) \| Respond to of 33344

Paul, If Gobi ships next quarter, it could put even more pressure on AMD. The Gobi should be a Cayenne based chip and will probably be Socket 370. I suspect that it will initially come out of the 0.25u production lines. But, if the old MII can be marketed (insert reply slam here) at PR366 using 0.25u, the Cayenne should be close to AMD's performance sweet spot. Of course, AMD also has to contend with the Celeron 466 with Whitney later on this month. I think AMD and ATI could be in serious trouble. The K6-III could have helped, but it appears that volume has not been attainable. Also, if Whitney uses the Portola core, many consumer oriented graphics chip companies will be going the way of the Dodo. Pravin.