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Politics : Formerly About Advanced Micro Devices

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To: Paul Engel who wrote (50453)2/22/1999 3:31:00 PM
From: Jim McMannis  Read Replies (2) of 1578510
 
Paul,
"The lack of any real AMD K63 customers is causing you to stutter ?"

In denial again?
The K6-III is a good stop-gap before AMD delivers the KO punch with the K7, wouldn't you say? K6-2 has brought down the Celeron prices and the CPU-ID and K6-3 will start to poison the P-III in Q2 before the K7 picks off the Xeon this summer.
They talked about tri-level cache but its really tri-level price points, K6-2, K6-III and K-7, that is the hat trick for AMD....
AMD has never had such a line up of chips as they will have this summer. Intel could have no where to hide the big margins....

Jim
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