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Politics : Formerly About Advanced Micro Devices

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To: Kevin K. Spurway who wrote (43725)	12/21/1998 1:20:00 PM
From: Paul Engel	Read Replies (1) of 1573008

Kevin - Re: "apparently the K6-2 400 is now shipping officially in the retail channel." This is a very bad sign. If the 400 MHz K6-2 is NOT SHIPPING in PCs made by major OEMS but IS available in distribution, then AMD may be IN TROUBLE ! Remember - Semiconductor Sales to Distributors are generally not accounted for as SALES from the Semi manufacturer UNTIL the distributor re-sells them to the end customer. (Intel and most Big Semi manufacturers follow this accounting rule.) Further, if the 400 MHz K6-2 is NOT being adopted by the BOX manufacturers, that bodes POORLY for AMD. In view of the K6-3 benchmarks - quite impressive on the Winstone versions I might add - I would suspect that MANY OEM's are withholding purchases of AMD's higher end chips until the SHARPY is available in quantity. Long term, that may be GOOD for AMD but in the short term, that could be REAL BAD IF THE K6-2 sales and ASPs are in decline. Paul

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