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Politics : Formerly About Advanced Micro Devices

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To: Paul Engel who wrote (51079)	2/26/1999 4:06:00 PM
From: kash johal	Read Replies (1) of 1575173

Paul, Re: k6-2 450 and k-3 450 at 2.4V This is indeed great news for AMD. It shows that they have successfully characterized their process for 2.4 Volts. As the k6-2 450's are at 2.4 V as well as the k-3's it shows that there was no issue wrt additional cache that required the 2.4V. I know that JM was worried about this. I think this points to reasonable yields at 400 and 450 speed grades now with the current implementation of the CXT core. Also to days news that Compaq was seeing good retail numbers (where AMD is now dominant) and a slowdown from small business was good news as well (not so good for Intel of course). Perhaps we will see Compaq offering the k-3 to business customers as a way to increase margins in the business segments. It should be a pretty good couple of weeks for AMD once the dust settles. Regards, Kash

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