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

To: Cirruslvr who wrote (109348)	5/4/2000 4:21:00 PM
From: Joe NYC	Respond to of 1578633

Cirrus, But think about the motherboard makers who have a bunch of KX133 motherboards. K75 wafer starts are over and only those processors will work in KX133 motherboards... Theoretically, this is a problem, but in reality, it is not really a problem, since motherboards / chipsets were the limiting factor, so it means there are / were more Athlons out there than motherboards / chipsets. Since it takes 12 weeks for a chip to emerge from the beginning of wafer processing, there may still be a good number of Athlons in the pipeline. Since there are only 2 producers, AMD knows how many chipsets and how many microprocessors were produced. Joe

To: Cirruslvr who wrote (109348)	5/4/2000 5:23:00 PM
From: Mani1	Read Replies (4) \| Respond to of 1578633

Cirruslvr re <<But think about the motherboard makers who have a bunch of KX133 motherboards. K75 wafer starts are over and only those processors will work in KX133 motherboards...>> Yep...There better be a whole lot of KZ133 already in production. If not AMD will miss the Q3 numbers big time, if there is no problem in the chipset/MB front I look for $3 in EPS in Q3! My money is betting on the second scenario. Am I being a fool for assuming that there is not a whole lot of risk associated with the ramp of this chipset? Mani