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Politics : Formerly About Advanced Micro Devices

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To: Goutam who wrote (78765)11/5/1999 2:53:00 PM
From: Cirruslvr  Read Replies (2) of 1574499
 
Goutama - RE: "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. ... What is your take on this? Do you see it as a positive development?"

According to Yougang's notes of the CC (http://www.siliconinvestor.com/readmsg.aspx?msgid=11468621)

"400MHz will be the minimum for Q4"

So AMD must be above this minimum because those K6-III parts are drying up.

I think 400MHz K6-III being gone is good. It is larger and probably lower yielding (because it is larger) than the K6-2, but at its current price it costs the SAME to purchase as a K6-2! Pretty stupid if you ask me. It should have been phased much longer ago...

Hopefully K6-III 450 production will soon die away because its current price is getting close to K6-2 pricing.

Now they gotta finally come out with the K6-III 500.
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