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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Steve Porter who wrote (62503)	6/20/1999 10:38:00 AM
From: kapkan4u	Read Replies (1) \| Respond to of 1572935

<Steve - re: Define the corner.. (for the comment "K7 launch is just around the corner). AMD shipping K7s is just around the corner. From what I gather now, it may be a while till we see K7s 'officially'.> Can you be more specific? Kap.

To: Steve Porter who wrote (62503)	6/20/1999 11:04:00 AM
From: Charles R	Read Replies (1) \| Respond to of 1572935

Steve, <Define the corner.. (for the comment "K7 launch is just around the corner). AMD shipping K7s is just around the corner. From what I gather now, it may be a while till we see K7s 'officially'.> - Launch is this month - 99+% confidence level - There will be several ku of K7 shipments this quarter - 99+% CL - Reviewers NDAs currently have expirations outside of June which tells me: a) there will be no systems available in June (90+% probability) or b) AMD is upto something. (<10% CL probability) - The only real question is when will it show up in the stores. Some people say July and some say August. AMD says July. Even the wildest info I have heard does not put volume shipments outside of August. I will wait for AMD to tell us s little more about that at launch. Chuck

To: Steve Porter who wrote (62503)	6/20/1999 1:57:00 PM
From: tejek	Read Replies (2) \| Respond to of 1572935

Steve In an article in Monday's IBD the following was said re its availability: "Though AMD has been fairly quiet about such a crucial product, a spokesman says PC's powered by the k7 will start showing up in retail stores as soon as next month. The company plans to kick off a marketing campaign then, when it's expected to reveal which PC makers have ordered the chip." ( OT: BTW the next Dell is NOT Dell) The article goes on to say: " A few months ago, AMD quietly named Lance Smith, director of marketing for enterprise systems including workstations" According to AMD's S. Allen " We do want to establish beachheads there". But "its not going to occur tomorrow." The article compared yoy shares of retail microprocessor sales by intc and AMD for the month of April: April, 1998: intc: 71.9%, AMD: 25.4% (bal. attributable to Cyrix) April, 1999: Intc: 53.2%, AMD: 40.5% (bal. attributable to Cyrix) These figures would seem to refute some of the recent comments on this thread stating that AMD is sitting on an inventory of chips (Unless of course overall chip sales are down yoy which i doubt.) There is a conflict in the article which someone may be able to clear up for me. At one point it states that the k-7 will come in at 600 MHz vs the pentium III's 550. Then later they quote Kumar of piper jaffrey who states "AMD can do no better than stay even (on MHZ) against the pentium III". It appears that these statements are at odds with each other and one of them must be wrong. Any comments? ted