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: Yousef who wrote (59995)	5/29/1999 11:19:00 PM
From: RDM	Respond to of 1571634

Posted 28/05/99 4:26pm by Pete Sherriff Panic at Chipzilla central Chipzilla likes to keep its OEMs appraised of price changes and new product introductions well ahead of time. Hardly ever does the chip behemoth move the goalposts. Well, hardly ever. The Register has in its possession detailed roadmaps and price lists stretching out far into the future (nine months at least) about clock speeds, form factors and prices. But the wheels come off when Chipzilla Central throws a wobbler due to upstarts like AMD and, er… AMD (no one else left?) having the barefaced cheek to introduce new chips and cut prices. When that happens, Intel has a rather sophisticated response. It just knocks a couple of months off the headings of its price move tables, so that price reductions scheduled for August now happen in June. Some of the more rabid publications might surmise that new and wonderful chips will suddenly be launched into an unsuspecting marketplace, but even the Great Stan of Chips can't deliver a 500MHz Celeron next week instead of September, or a 700MHz PIII a week next Tuesday. Prices may change, but silicon moves more slowly. Especially at 133MHz FSB. ®

To: Yousef who wrote (59995)	5/30/1999 12:03:00 AM
From: kash johal	Read Replies (2) \| Respond to of 1571634

Yousef, Re: process contacts. I know that you have excellent contacts in the process arena. You had stated a while ago that AMD's first runs at Dresden had bombed. I recently gathered that they had pretty good with K6's at dresden. Does that tie-in with what you are hearing. I also understand that k-3's in 0.18 are running and yielding well. And seeing as K6III's are imminent at 500Mhz what speeds do you anticipate from AMD's 0.18 micron parts in the near future. What do you hear about this? And do you believe the "problems" with copper will stop AMD from shipping parts from Dresden in a few months. Welcome your insight into these matters. Regards, Kash

To: Yousef who wrote (59995)	5/30/1999 11:50:00 AM
From: Steve Porter	Respond to of 1571634

Yousef, Well unfortunately my contacts are not in the process development areas and rather are more on the deisgn side if you will. This is why you don't see me talking about yields etc. I just don't know. I do know about the architectures, and I am quite confident that the performance of the K7 will be more than enough to ensure it is a commercial success (as long as AMD can make the damned thing). But even the early yields on the K7 are supposed to be 'looking good', so I'm keeping my fingers crossed. Steve PS. I currently don't hold either AMD or Intel. Not because I don't believe either one is doomed for failure, I just don't believe either of them can suceed in the comming market place for MPUs.