Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Paul Engel who wrote (2816)	11/25/1996 10:56:00 PM
From: Mark Brophy	of 1582838

What's your take on Comdex? On Nov. 9, you wrote: "IF AMD shows PUBLICLY a functional K6 system at COMDEX, I'd say hold the stock. IF a major PC manufacturer demonstrates a K6 with AMD - this would be a good indicator to BUY more. Delivering a good chip AND lining up customers are BOTH essential for AMD to begin growing their CPU business." "If they hold "private" & "selected" demos of the K6, they may have a K6 that wiggles but is not entirely functional. This would indicate that they are on the right track, but the train will be running late. They will probably need awhile ( 1 to 4 months) to completely debug and correct the chip - or speed it up." "If they show NOTHING at COMDEX - I'd guess they are in serious trouble with the K6 - either functionally or embarrassingly slow. This would be a clear signal to SELL - an indication that they are far from offering up a competitive chip." It looks like they showed private demos at Comdex, but the speed (200 MHz) is higher than expected (180 MHz). They still need to do some testing, but they're claiming volume production in Q1 (1 to 4 months). It looks like your previous post advocates continued holding of the stock until they sign up a major vendor.

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