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

To: Charles R who wrote (59666)	5/26/1999 10:59:00 AM
From: herb will	Respond to of 1583412

Chuck, Thanks for the article. Don't know about the first line but the following quotes seem to be problematic for K7. “Since its introduction, more than 250 SSE-enhanced applications have been released, including games and speech recognition applications, among many others. “ “Under Photoshop 5, we found that performance was 12 to 33 percent faster with SSE- enabled filters. Note that we tested Photoshop 5.0.2 with an SSE plug-in; you can download this plug-in from Adobe's Web site (www.adobe.com).” “You'll also find that many other Internet-related favorites for both viewing and creating audio and video content have gotten a shot of SSE, including Macromedia's Flash and Shockwave (www.macromedia.com), the IPIX Viewer, Version 5.4 (www.ipix.com), and Headspace's Beatnik Player (www.headspace.com). If you have a Pentium III PC, the best place to go for news, tools, and information is Intel's WebOutfitter Service site (www.intelweboutfitter.com).” Looks like SSE is the way to go! Herb

To: Charles R who wrote (59666)	5/26/1999 12:47:00 PM
From: Charles R	Read Replies (2) \| Respond to of 1583412

Any option experts care to shed some light on why AMD July 25 calls are down today? I have been trying to sell some and see that they are down 1/8 today even as the stock moved up more than 1/2. Loss of interest? Decreased volatility? Manipulation? Thanks, Chuck

To: Charles R who wrote (59666)	5/26/1999 12:48:00 PM
From: kash johal	Respond to of 1583412

Charles R, Re: "ZD article and strategy" Intel may truly be shooting themselves in the foot and the head simultaneously. The main folks who care about things like download time etc are home users. In the home market the PIII has flopped and celeron has increased market share. The celery doesn't have SSE yet so I see this as possibly helping AMD because all of its machines have 3dNow support. Once the Coppermine comes out and the k6III gets ramped up the performance home user will probably want a Coppermine or a K6III. And as the K6III's will support 133Mhz FSB they will offer a clear differentiation to the Celeron. I think Intel needs to refresh the Celery to 500Mhz and 100Mhz bus with SSE sooner rather than later. If they wait too long into next year they are giving AMD a great oppoertunity. In 0.18 micron AMD K6III's should run in 500-600 Mhz speed grades with 133FSB and should have a manufacturing cost in the $40 range. They should be able to sell all they can make in $100-200 range in Q4. Together with the newer integrated chip sets this should allow killer home systems in the $900 range-including monitor. Regards, Kash