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

To: kash johal who wrote (58076)	5/13/1999 7:48:00 PM
From: Cirruslvr	Read Replies (1) \| Respond to of 1572604

For those of you in Santa Clara, California I got this from the Yahoo thread "Recv'd e-mail from MicroDesign about a dinner with the K7 architect. In relevant part: ******************************************************* The seminars and dinner meeting will be held on June 10 at The Westin Hotel in Santa Clara. The seminars run from 9 to 5:30, and the dinner meeting starts at 6:30, with the evening presentation beginning at 7:30. There will be a pre-dinner reception from 5:30 to 6:30. Dinner Presentation: Performance Secrets of AMD's K7 Presented by Dirk Meyer, AMD After years of following Intel's bus interfaces and chasing Intel's processor performance, AMD is breaking new ground with the K7. Come enjoy a reception and dinner with your colleagues and hear the K7's chief architect discuss never-before-revealed details of the chip's internal architecture. AMD has previously claimed that the K7 will be the highest performing PC processor. During this talk, AMD will present new features that will allow the K7 to meet the needs of different market segments. Mr. Meyer will explain the architectural tradeoffs his team made and the features that are responsible for the chip's high performance. This is a rare opportunity to hear one of the industry's leading architects discuss the processor design that will determine AMD's fate in the PC processor market. The presentation will be followed by a question-and-answer session, giving you the opportunity to have Mr. Meyer address your particular concerns. Dirk Meyer is the director of engineering for AMD's K7 program. He joined AMD in 1995 from Digital Equipment Corporation where he was coarchitect of the Alpha 21064 and 21264 microprocessors. He has 15 years of microprocessor design experience at AMD, Digital, and Intel, where he has been involved in the design of x86, Alpha, VAX, and embedded processors. ************************************************ Oh, the seminar & dinner costs $645 - anyone planning to go? Seems like the intro of the K7 is real soon now." Does anyone here live in Santa Clara???

To: kash johal who wrote (58076)	5/13/1999 8:17:00 PM
From: Charles R	Read Replies (3) \| Respond to of 1572604

Kash, A few comments: - ASPs seem about right for most of the products - all the price cuts for the quarter are likely behind us - your best case product mix is where it is at today. i.e., more like typical case (things should get better unless there is yield disaster) - Your mobile units and ASPs seem a bit low. Most of the top selling laptops are based on K6-2. From what I can tell AMD should ship well over 1Mu mobile units with an ASP around $100 (can change if Intel ships large amount of 180nm products - Paul, any comments on this?) - your K6-3 and K7 best case numbers have significant upside My take: it is going to take about 3-4 weeks before we get better visibility but your best case is probably the baseline number Cheers, Chuck