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Politics : Formerly About Advanced Micro Devices

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To: Brian Hutcheson who wrote (41765)11/18/1998 11:19:00 AM
From: Scumbria   of 1572866
 
Brian,

On the plus side we have , top 5 PC cos. using K6-2 . last quarters ramp from 1M to 3.8M K6
(a 280% growth rate in 3 months) , the speed gap difference down to one clock rate , K6-3 and K7 in the pipeline and a growing brand awareness among consumers


These are very positive developments. The rapid ramp up in K6-2 clock speeds is a two edged sword however. How much more low hanging fruit is there for the engineers to pick? Have they already resolved all the easy to fix speed paths? Is a significant process improvement required to keep moving up?

I'm keeping my eyes open this week and considering AMD, NSM, SUN and INTC.

Scumbria
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