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

To: Cirruslvr who wrote (60193)	6/1/1999 11:48:00 PM
From: survivin	Read Replies (1) \| Respond to of 1570879

cirruslvr Nice read thanks. It must've pained kanellos to write these words. Here is another one with a different theme from gwennap about intc's "scorched earth" tactics, it seems to confirm the ibm/cyrix deal is dead and concludes with "...ut I believe a vendor with the technology to compete in multiple segments at once can easily and profitably supply 10-20% of the PC processor market. Today, AMD is the only vendor with a shot at executing this strategy. If AMD cannot, however, surely IBM or another major semiconductor vendor will decide that a $20 billion market is just too big to ignore. mdronline.com@19515661gthxfx/mpr/editorials/edit13_07.html

To: Cirruslvr who wrote (60193)	6/2/1999 12:41:00 AM
From: Petz	Respond to of 1570879

Cirruslvr, thanks for the great "rambus delayed, K7 not" article by Michael Kanellos (CNET). I best part is this quote: AMD's K7 processor, which rolls out later this month, will not likely be matched with Rambus memory in computers until next year, said Alan Au, AMD's director of sales for greater China. Instead, the K7 will likely be matched with plain 100-Mhz DRAM, then the speedier 133-MHz DRAM, then other, faster versions of that lineage. A K7 supported by 133 MHz SDRAM will be faster than a Coppermine using 200 MHz RAMBUS, and a heck of a lot less expensive. Has anyone noticed that CAS2 PC100 SDRAM is only 10% more expensive than CAS3, and that most PC100 uses 7ns chips now? PC133 will be as cheap as PC100 by September. Petz

To: Cirruslvr who wrote (60193)	6/2/1999 1:23:00 AM
From: Paul Engel	Read Replies (2) \| Respond to of 1570879

Cringe - Re: ", AMD synchronizes a chip launch with product releases from computer vendors and the world should not expect anything different this time. " So, are you telling me that at the AMD K7 launch we can expect ONE VENDOR - Compaq - to announce that they will have a K7 machine sometime "LATER IN THE QUARTER" ? This is what happened with the Kmart 63 and the mobile Kmart 63 P's and, as the article said, "the world should not expect anything different this time. " Are you expecting anything differently ? Paul