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Politics : Formerly About Advanced Micro Devices
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To: Jim McMannis who wrote (35287)7/30/1998 11:08:00 PM
From: Paul Engel  Read Replies (3) of 1573333
 
McMannis - re: " What do I think of the delay? Assuming there is one..."

The K6-3 isn't working right. AMD must know it will take 6 or more months to understand the extent of the problems, make corrections and turn new silicon and then re-verify the silicon before they are ready to ship.

Clearly, this is comparable to Intel's Merced slip - which was, as you recall, only 6 months - from mid/late 1999 to early 2000.

But the K6-3 was just a K6-2 with extra L2 SRAM and a new L2 cache controller.

Looks like that was too much for AMD to bite off at one time and get it right.

Re: "Since when is the Mendocino competition for the K6-3 anyway?"

It is competition for the K6-3 because Mendocino may outperform - or at least match - a K6-2. That leaves AMD without a more powerful chip. Hence, AMD will have to sell their high end K6-2's at a 25% discount to Intel's Mendocino.

The result will be LOWER ASP's for AMD's high end chip.

By the way - Intel's DIXON - a Pentium II with a 256 K L2 SRAM cache on-chip - worked on first silicon. When the K6-3 IS INTRODUCED, Intel will already have a superior chip.

The net result is that Intel will continue to ratchet down AMD''s ASPs, making it ever harder to make a profit.

Paul
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