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To: LTK007 who wrote (2194)	11/16/1997 2:30:00 AM
From: Paul Engel	Read Replies (2) \| Respond to of 6843

Max - re: "how long does AMD have to turn this crisis around before these "possibilities" would materialize" If AMD doesn't begin shipping K6's in VERY HIGH volume by April 2, 1998 (the one year K6 anniversary, by the way) they will have missed the opportunity to make a significant profit on that product. Intel will have dropped the prices of their Pentium MMX to a point where AMD will be only marginally profitable on their high speed grades. By that, I mean AMD's 0.25 micron process and K6+ had better be in high gear at that time. Intel will rapidly be transitioning their customers to the Slot 1/Pentium II so that AMD's K6 costs will have to be cut to the bone to allow for a profit to be made, selling on cost as the most important selling point. Paul