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

To: RDM who wrote (58459)	5/17/1999 6:06:00 PM
From: kash johal	Read Replies (1) \| Respond to of 1575543

RDM, Re: "The speedup action in the K7 is in the FPU and Multimedia processor. I believe that k7 will be 20% faster than PIII clock for clock using Specfp95 benchmark and nearly 30-40% with optimized compile. Coppermine may be faster than PIII in FPU I do not have any estimates about this. I have been waiting for $70 to sell some Intel, but I may have a long wait if Intel chooses to over-react with pricing vs. gross margins against AMD." The K7 sounds like it will be a killer chip obviously. If AMD really starts shipping I think Intels price might well suffer particularly with RDRAM price/availablility for Coppermine. If you have held Intel for a while you might consider selling some deep in the money Jan 2000 calls. This can give you some insurance and you can buy back if it has a summer/fall swoon. Longer term Intel has to be a good buy IMHO. AMD at best can capture 30% of the market next year in 2000. As NSM/IDTI have pretty much gone away that still leaves Intel 70% market share - none too shabby really with Merced on its way. Regards, Kash