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

To: Charles R who wrote (56155)	4/24/1999 2:19:00 AM
From: Paul Engel	Read Replies (1) \| Respond to of 1571405

Chuck - Re: "If someone can put on the hat of an Intel manager and come up with the thought process on how to respond if AMD, within their capacity and customer restraints, ramps K7 from 500 MHz in June to 700 MHz in Q4 and K6-3 from 400-600 MHz from now to Q4" Sounds like you have bought the AMD story from Scumbria & McMannis - HOOK LINE & Sinker. Concerning your K7 fantasy: In legal terms, you are assuming "Facts not in evidence". Re: "Regretfully, I haven't yet found a well reasoned perspective from the opposite angle on this thread yet. I see a lot of AND/Intel bashing but not much in the way of solid arguments." You obviously wouldn't know a well reasoned argument if it hit you in the face. Yousef, Elmer, Burt Masnick, Carl Mehr, Fred Fahmy and myself have time and again stated the precise reasons AMD would continue to fail - time after time - for over 3 years. And guess what? We have been CONSISTENTLY 100% correct. You have just blown off our arguments because you think you are going to make money on AMD ! Re: "Unlike you I am sitting on a bunch of AMD stock (read unrealized long-term capital losses unless the stock gets back up)" Hey - McMannis & SCUM bria want you to BUY MORE AMD - NOW ! In fact - SCUM bria may even sell you some of his ! Paul

To: Charles R who wrote (56155)	4/24/1999 4:11:00 AM
From: Tenchusatsu	Read Replies (4) \| Respond to of 1571405

<If someone can put on the hat of an Intel manager and come up with the thought process on how to respond if AMD, within their capacity and customer restraints, ramps K7 from 500 MHz in June to 700 MHz in Q4 and K6-3 from 400-600 MHz from now to Q4.> It's simple. Intel already created the rules of the segmentation game and is addressing the concerns of each segment. For the low-end, the new Whitney chipset coming into stores by June should help reduce the price of Intel-based Celeron platforms by $100. This should effectively drive out AMD, since they won't have a response to the new drive towards integration. Then the low-end will turn into an Intel vs. Cyrix battle, but Cyrix has been rather weak as of late. For the high-end, x86 servers and workstations are still the domain of Intel. Even if AMD takes the lead in pure performance, they still need to drive the platform. Believe it or not, customers who buy servers care more about RAS (reliability, availability, and serviceability) than performance. While AMD may have the help of Compaq/Digital, Intel will have Compaq, HP, Dell, IBM, Sequent, NEC, Hitachi, and others to continue to drive the Xeon platform. The high-performance and mid-range desktops are perhaps areas where AMD can make a strong showing with the K7. I think in this area, Intel will push Coppermine, the Camino chipset, and RDRAM against AMD's K7 platforms which will definitely be immature even going into 2000. Then if AMD executes flawlessly with K7, Intel will just have to weather the storm until Willamette arrives. However, Intel also realizes that the PC market is changing very rapidly, and the growth in mid-to-high-performance desktops just isn't there anymore. This is rather ironic considering that AMD needs to enter this segment just to survive. That's Intel's game plan, and it's rather diverse. Of course, things will probably change now that Intel wants to become a virtual dot-com nowadays. And all of this isn't dependent on AMD falling flat on its face. Tenchusatsu