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To: Paul Engel who wrote (2319)11/18/1997 4:44:00 PM
From: FJB  Read Replies (2) | Respond to of 6843
 
RE:Well, if yields ARE GOOD and AMD can't ship more than 1 or 1.5 million chips last quarter and this quarter, that would indicate that they don't have enough orders for their K6 chip.

I think yields still suck and someone forgot to tell Jochen about it.

Bob



To: Paul Engel who wrote (2319)11/18/1997 7:33:00 PM
From: Ali Chen  Read Replies (2) | Respond to of 6843
 
Paul, <Well, if yields ARE GOOD and AMD can't ship more than
1 or 1.5 million chips last quarter and this quarter, that would indicate that they don't have enough orders for their K6 chip.
You would reach the same conclusion, would you not?>

No, I would not. This just means that the total order for large
OEM is currently in the range of 1M/Q. The second/third tier market
for K6 is virtually bottomless, so your personal worry is largerly groundless.

Relax, "Don't worry, be happy"

Ali