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

To: kash johal who wrote (63033)	6/23/1999 7:51:00 PM
From: Process Boy	Read Replies (2) \| Respond to of 1579850

kash - Systems. August. Official. "The chip has started to ship, but will not start appearing in systems until August, said Rob Herb, chief marketing officer at AMD." PB

To: kash johal who wrote (63033)	6/23/1999 8:09:00 PM
From: Charles R	Read Replies (3) \| Respond to of 1579850

My notes: - Tens of Ku of K7 this Q and hundreds of Ku next Q. Systems in August - 650MHz in Q3 and 700 MHz in Q4 - 100/133MHz SDRAM; No RDRAM for the near future (our performance is good with 100/133) - Intel sold packages ASPs (chipsets, motherboards, Celrons) at lower prices than equivalent K6-2s. This was offered to only second/third tier guys so probably was an invenotory clearance - Did not lose business at Tier 1 vendors; Expect to keep these sockets in Q3 - Q2 PC Biz was week; Tier 1s expect Q3 to be good; Q4 too early tell because of concerns about Y2K - Chose to walk away from business instead of killing ASPs - "Sanity will prevail" going forward because we now have high end parts - Cyrix expected to have little effect in Q3/Q4 - Dresden loan covenants renegotiated so no need for stock offering - US Retail Mobile share in May climbed up to 48.7% !! Desktop roughly flat at 42% - 500MHz K6-2 will be the main thrust in sub 1k systems