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

To: A. A. LaFountain III who wrote (56288)	4/25/1999 9:54:00 AM
From: Scumbria	Read Replies (1) \| Respond to of 1571172

Tad, Instead of trying to ascertain the number of MHz on the heads of pins (to blend current and historic metaphors), maybe it's time for investors to step back and consider some of these strategic moves (both the driving forces and their potential consequences). Intel has taught us that "only MHz matters". It is difficult to get away from that topic. Given that, AMD's divestiture indicates to me that they have a lot of confidence in K7's ability to attain MHz. As a veteran of the MHz problem, I can't overemphasize the significance of the K7 architects adding an extra clock to the L1 cache access. This gives them a big head start on the race to 1 GHz. The potential is there for K7 MHz to ramp very quickly, and for Intel to be left behind until Willamette. If AMD gets K7 into 0.18u quickly, Intel is going to be in a lot of trouble. Scumbria

To: A. A. LaFountain III who wrote (56288)	4/25/1999 1:32:00 PM
From: semi_infinite	Respond to of 1571172

The New York analyst meeting has major implications for Intel's future. I thought that Intel's vision was both brilliant and disturbing. That it came from a bunch of no nonsense engineers was kinda remarkable. This is what I thought I heard: 1. Intel is putting priority to net device and services. Considering Intel's purchase of Level One, net devices were a given. The later is based on what Intel foresees as a huge demand for unified web hosting and the primacy of the business transaction. 2. The end of computer manufacturing in the US and the shift of manufacturing infrastructure to China. This would suggest a Asian buyer for AMD, certainly not IBM or CPQ. 3. The end of the status of the PC market, which implies future problems for CPQ and DELL and the rise of profitless E-Machine type importers. 4. Majority of the server market will be consist of huge fee based unified web server farms. Conclusion....Paranoia is alive and well at Intel!