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

To: Profits who wrote (26051)	11/18/1997 7:37:00 PM
From: Brian Hutcheson	Read Replies (1) \| Respond to of 1583478

Profits , <another reason K6 will succeed> because K6 performance is all on chip not in the infrastructure . What benefit does that give ? AMD can churn out millions on .25 micron at $25 a pop , couple this with a low priced Pentium M/board and you have got the basis for a very fast PC that has much lower cost than Intel's offerings . regards , Brian PS assuming good ramp of .25 of course

To: Profits who wrote (26051)	11/18/1997 9:08:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 1583478

Profits - Re: " 2MU may be a little optimistic in Q497, but look at the ramp: 10KU Q197, 350KU Q297, 1MU Q397, ? Q497. " Would you like to know the Pentium II ramp over the same time period? Paul

To: Profits who wrote (26051)	11/18/1997 10:05:00 PM
From: Elmer	Read Replies (1) \| Respond to of 1583478

<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 > Profits, the Pentium II is in fact 25% faster than the K6, not 4%. EP

To: Profits who wrote (26051)	11/18/1997 11:31:00 PM
From: Kashish King	Respond to of 1583478

I like the K6-3D name since it illuminates the mutlimedia performance of this otherwise underperforming media processor. AFA whether or not the PII is really worth 25% more -- how about the target of 15%? -- well I voted with my pocket book and bought a K-6 a long time ago. I have also traded, successfully, AMD stock. That does not diminish my concerns over Intel putting the squeeze on rival chip makers by lowering the boom on prices at the threshold of their rival's competence. I'm willing to bet you are going to see a whollotta functionality over and above a CPU going onto those slot-cards and I don't see where AMD is going to have anything more than table scraps, IMO.