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

To: kash johal who wrote (72055)	9/16/1999 11:09:00 PM
From: Jean M. Gauthier	Read Replies (1) \| Respond to of 1573130

Hiya, Any idea why this stock tanked 5% today ? Seems rather big on new news no ? Take care Jean

To: kash johal who wrote (72055)	9/17/1999 1:14:00 AM
From: Petz	Read Replies (2) \| Respond to of 1573130

kash, re:<k6 replacement...The K6 is dead and once the coppermine with 128K cache comes out from Intel, AMD stops having a competitive low end processor IMHO> that depends on how well the k6 scales at 0.18u. The k6-3 will be an excellent low end part if it can stay within 150 MHz of Intel's fastest CuMine. Intel will probably sell 128K CuMines up to 600 MHz, leaving the 650, 700 and 733 speeds for the regular CuMine. The K6-3 with 0.22u design rules runs at 450 and judging by increased availability and pricing, I would guess that 1/3 of the K6-3's run at 450. This should quickly scale to 550 on the 0.18 aluminium-interconnect process. The only unknown is the status of the conversion to 0.18 at Fab 25, since all attention has been diverted to Dresden. I don't think anyone knows what Intel's schedule for 128K CuMines is either. Petz