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Politics : Formerly About Advanced Micro Devices
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To: Charles R who wrote (78749)11/5/1999 2:03:00 PM
From: Goutam  Read Replies (2) of 1574524
 
Chuck, Petz, and All;

K6-3 400 MHz shortage -

We can pretty much conclude that there is a tight supply of k6-3 400 MHz uP in the channel, based on some reports we had come across recently, Petz's observation(Chipmerachant), and price increase at Pricewatch. My question to you is, what would be the logical reasons behind this shortage?

Some of the possible reasons I could come up with are -

  - AMD underestimated the demand.
  - More and more capacity is being allocated to Athlon or
    Athlon and K6-2/k6-3 mobiles.
  - K6-x transition to 180nm Al at Fab30 is in progress.
  - Higher speed bin splits.
  - K6-2+

What is your take on this? Do you see it as a positive development?

TIA

Regards,
Goutama
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