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

To: Kashish King who wrote (26047)	11/18/1997 4:24:00 PM
From: Profits	Read Replies (4) \| Respond to of 1583415

Rodman re: <I think we've heard this faster-than-Intel noise when the K6 was first released> K6-233 was introduced 1 month prior to Pentium II. Pentium II-233 does have a slight (4%) performance lead over K6 but that's not worth paying 25% more for. K6-3D will have 100MHz bus with 3x, 3.5x, 4x, etc. clock multiply options in the roadmap. Therefore, Socket7 and K6 are very viable alternatives to Intel. Besides, customers are more interested in the sub $1K PC right now. With AMD's pricing strategy, they are better positioned to service that market. K6 has been designed in by nearly half of the Top 20 PC makers. So AMD's problem is not in finding customers for the K6, the short term problem is yielding 233MHz devices. 2MU may be a little optimistic in Q497, but look at the ramp: 10KU Q197, 350KU Q297, 1MU Q397, ? Q497. AMD has had some degree of success in ramping the K6 and they'll eventually fix their problems. AMD will succeed in the PC market because the PC makers want them to succeed. They want an alternative to Intel. Profits