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

To: Jim McMannis who wrote (63382)	6/25/1999 4:16:00 PM
From: Yougang Xiao	Respond to of 1571798

<<You bet they will, in a heartbeat, provided AMD can deliver...the big ????.. An Athlon, faster than a Xeon but at Pentium III prices is a very attractive product.>> Jim, let's quantify a bit: Same price K7 and PIII at same clock and same configuration resulting in same box price. I serious doubt corporate IT managers will buy K7 boxes, at least intitially (say, within one year time-frame) Time will tell.

To: Jim McMannis who wrote (63382)	6/25/1999 4:24:00 PM
From: kash johal	Read Replies (3) \| Respond to of 1571798

Jim, Re:" I'm also hearing that a lot of the 2.3m inventory is a stockpile of high MHz chips making way for K7 space." I don't think this is the case unfortunately. AMD said they supplied the tier 1 guys ans sales there were OK. Most tier 1 guys sell the high speed stuff. I am sure it was folks like e-machines and far east customers that typically buy low speed grades that the dumping occured. I listened to Cyrix's conf call last night and they sold approx $36M of product last quarter. I imagine that was dumped in the $18-20 range suggesting about 2M pcs dumped. Additional parts ~ 1M+ were probably dumped in June. So maybe 3M total. AMD ended up 1.3M short on the 5M plan for Q2. Intel is allegedly 1.5M short on their 26M plan for Q2. It would seem to me that most of packaged inventory at AMD is likely to be low speed grades. I suspect they held off on packaging/testing some of the wafers in June and this inventory is likely to be >50% 400Mhz (just the normal bin-splits). Regards, Kash

To: Jim McMannis who wrote (63382)	6/25/1999 4:54:00 PM
From: Process Boy	Read Replies (3) \| Respond to of 1571798

Jim - <You bet they will, in a heartbeat, provided AMD can deliver...the big ????.. An Athlon, faster than a Xeon but at Pentium III prices is a very attractive product.> Even if all you say is true, there is more to it than that. K7 will start out as an enthusiast system at best, IMHO. For AMD to crack the real corporate space, they will need to demonstrate a prowess in developing an entire platform that is stable. A 15% break on the chip is not at all the entirety of what IS managers look at. PB

To: Jim McMannis who wrote (63382)	6/25/1999 10:26:00 PM
From: Cirruslvr	Respond to of 1571798

Jim - RE: "I'm also hearing that a lot of the 2.3m inventory is a stockpile of high MHz chips making way for K7 space. This could be baloney though." I like that kind of baloney!