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.

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

To: Rob Young who wrote (56867)	4/30/1999 10:15:00 AM
From: Ahmad Sinno	Read Replies (1) \| Respond to of 1577111

Thread, I am new to this thread but not to AMD. The reports on the shareholders' conference caught my eye and got me interested in AMD. What is the story on the K7 ? Is release date still June and is that for volume shipping? What are the probability of this happening ? Also, I read that IBM is using K6-2, anyway of knowing volume ? WHat would happen if Intel cut prices by ~20%, when K7 is released ? How would that effect AMD stock ? Ahmad

To: Rob Young who wrote (56867)	4/30/1999 1:30:00 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 1577111

<Well this is a rather simple one to refute. EV68 price will be less than EV67 and EV67 will be volume shipping soon. EV67 price is less than EV6. If EV68 price (on our most favorite slide of all) is on par with the price of a 21164 at 533 MHz then we know it is going to be fairly cheap. As I pointed out, DCGinc sells a box with that CPU for $1400.> OK, here's where your argument kind of falls apart. Just because the EV68 will cost less to make than EV67 doesn't mean that the EV68 will necessarily sell for less. For example, Intel was selling two kinds of Pentium II's at one point, the Klamath (0.35 micron) and the Deschutes (0.25 micron). The Deschutes is just a shrink of the Klamath, so it would naturally cost less to manufacture. Yet because the Deschutes ran at much higher speeds than the Klamath, it sold for much more. Pentium II 400 and 450 MHz CPUs (Deschutes) sold for $500 for a long time, while at the same time Pentium II 300 CPUs (Klamath) dropped in price to around $200. Same thing when Coppermine coming out. Coppermine will be on Intel's 0.18 micron process. The die size will likely be similar to Katmai (0.25 micron) because Coppermine adds 256K of on-die cache, but the whole processor itself should be cheaper to make than Katmai because there's no more off-chip L2 cache to worry about. Yet I'll guarantee you that when Coppermine is released, Pentium III's running at 600 MHz (Coppermine) will sell for much more than Pentium III's running at 500 MHz (Katmai). So when you say that EV68 price will be less than EV67 and EV6, that's like saying the price of Coppermine will be selling at the same price as a Slot 1 Mendocino (Celeron) just because their die sizes are similar. It doesn't work that way. Tenchusatsu