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

To: Mani1 who wrote (95578)	2/28/2000 2:29:00 AM
From: Charles R	Read Replies (2) \| Respond to of 1573921

<You just provided the answer. Athlon ramp has been better than expected so K6 is being pushed out faster.> Sory Mani. I disagree. AMD should have shipped millions of Athlons in Q4 and should have phased out K6 in Q1 if the ramp was right. AMD blew a phenomenal Christmas opportunity and is now sitting with a short-term segmentation hole. <The infrastructure issue would still be a question mark to me.> I think the saving grace here is that Thunderbird will debut in socketed and slotted versions but that still makes the Spitfire ramp somewhat risky. The good thing is that Irongate has been pretty stable for a while and KX133 should reach that point in a couple of months. But the risks of infrastructure problems are real.