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  • stock_farmer stock_farmer Jun 6, 1999 12:10 PM Flag

    fred the loser lester --i repeat what

    Your right, at least for the next 6 months or so.
    The first gen K7 is on the same lousy .25u process as
    the K6-3 (but a much larger die size) and AMD will
    not be able to get any volume out the door.
    is holding back the 600Mhz Katmai waiting for AMD to
    once again fall on their faces on deliveries (expect
    to see 50-100k units total shipped this year - max).
    K7 is also not pin compatable with P3. How many
    board makers are going to invest in K7 design if they
    can't get any volume.
    This may change next year IF
    AMD can get the K7 shrink out on .18um, but that's
    assuming they can even stay in the business that long (and
    that they can get yields).
    Expect INTC to
    announce 600mhz Katmai after AMD drops their pants to the
    world and proves once again they can't deliver. INTC
    will get a premium price for the Katmai when that

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    • taps into its production agreement with IBM,
      watch out. hopefully they will do this as the ASP for
      the K7 can absorb revenue splitting with IBM. who
      knows, maybe IBM has already started to pump out K7's
      for the K7 launch. top k7's are expected to sell for
      in the neighborhood of $1,000.

      • 2 Replies to demurrer
      • Just look at the words you used in your

        "If AMD ..."
        "hopefully they will..."
        absorb ... who knows"
        "maybe IBM has ..."
        are expected..."
        "neighborhood of

        Looks like you've a very solid basis for a good
        investment in AMD stock, and that's DEFINITELY a

        bye, bye, 32-bit-only-AMD,


      • 10 years ago IBM had an awsume manufacturing
        capability in chips. I'm not sure they still do. They do
        tend to be among the leaders in announcing advanced
        R&D, but what are the costs behind this "new
        capability" (IE Cu interconnects), that they like to tout.
        IMHO, Intel is just as advanced but does not announce
        when the first chip functions, but rather when the
        process is both economical and the scaling requires it.

        Since IBM shut down all most of it's real
        manufacturing fabs (Fishkill etc.), does it really have the
        capability to support AMD in a cost effective way? I really
        don't know if they can do it even if the AMD process is
        robust (and I have serious doubt's about that).

        They used to be the leader, but they may end up being
        doomed if they jump on the AMD bandwagon.
        Only time
        will tell, hope you're wrong, I'm hangin' way out
        there on Intel.

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