SI
SI
discoversearch

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


To: Scumbria who wrote (55613)4/15/1999 4:16:00 PM
From: Tenchusatsu  Respond to of 1578288
 
<If K7 sold at 25% below PIII, it would still make a boatload of money for AMD. Where does Intel get their 2 billion dollars profit from?>

High margins plus high volume.

Lower margins plus low volume (i.e. K7 at 25% below PIII prices) does not a boatload of money make.

Like I said before, the real money doesn't come until Dresden. Things will only be much worse if the K7 can't demonstrate much of a performance advantage over the Pentium III.

Tenchusatsu



To: Scumbria who wrote (55613)4/15/1999 11:02:00 PM
From: Jim McMannis  Read Replies (3) | Respond to of 1578288
 
What happened to the stock price today? Yousef must have covered. <GGGG>.



To: Scumbria who wrote (55613)4/17/1999 3:48:00 AM
From: Craig Freeman  Read Replies (2) | Respond to of 1578288
 
Scumbria, assuming the K7 is a tad better than the PIII, who do you see buying K7-based PCs?

It's too hot and costly for sub-$1,000 systems. You can't use it to upgrade any existing PCs. It will cost far more than 400+MHz Celerons and K6s which are popular with mid-range end users and gamers. It isn't likely to replace PII/PIII usage in dual-CPU servers. It doesn't have the cache to knock the Xeon out of high-end servers. And Fortune xxxx MIS directors aren't likely to change their "play it safe and buy Intel" mindset any time soon.

Where does it fit?

Craig