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Politics : Formerly About Advanced Micro Devices

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To: Time Traveler who wrote (30124)3/23/1998 10:57:00 PM
From: Kevin K. Spurway  Read Replies (2) of 1570917
 
John, Robert Stead is the latest word on AMD's shipping schedule. He's the company rep! It appears that K6-3D isn't delayed at all.

I guess AMD didn't hear about the so-called delay. Which means it was just FUD, like we concluded two weeks ago.

The part I liked best about that article was this:

"Production of the new chips will pick up steam in Q3, when AMD plans to manufacture 3.5 million K6 3D chips, followed by production of 4 million to 5 million in Q4, Stead said. By the end of the year, AMD plans to have reached production of 15 million K6 3D parts, or half its retail market processors for 1998."

That's a total of 30 MILLION K6s and K6-3Ds for 1998. Even if AMD misses its target by 50%, that's still 15 million CPU's, half of which are 3ds at high ASPs.

Maybe those yield rumors are true after all.

Kevin
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