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

To: grok who wrote (60032)	5/31/1999 3:39:00 PM
From: kash johal	Respond to of 1571830

Kznerd, Re: "That is very challenging but it is all under Intel's control and I think that they will do it. The riskiest part is the drdrams themselves which must come to mass production at reasonably low prices and get delivered to PC makers early enough for life testing before the boxes ship. This is beyond Intel's control except for the investments they've made in Micron and Samsung. Unless they have an sdram backup that they've kept quiet (and maybe they do have one) I'm surprised that they would run this risk." Well there is clearly a risk here. Based on what we know today it is tough to quantify. In the past Intel has always had the luxury of time to sort bugs out because they had such a performance lead. By september Intel will require 3-4 high risk items to work out to have a competitive offering. Any further slip will mean that they will lose lucrative Q3/Q4 sales as well as enable K7 to enjoy a 6 month production ramp. Frankly the CPU is the lowest risk area here. I suspect heads will roll if they do not have a 133 SDRAM back up plan. Knowing Intel however I am sure they have such a plan. Regards, Kash