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To: Pravin Kamdar who wrote (2518)	11/26/1997 10:38:00 AM
From: Van Nguyen	Respond to of 6843

Another bad news for AMD from Briefing Advanced Micro Devices Inc. (AMD) 22 3/16 +1/16: Byron Wien of Morgan Stanley removes chip maker from his "fresh-money list" and adds Lockheed Martin (LMT 95 1/16 +2 1/16) to the list.....

To: Pravin Kamdar who wrote (2518)	11/26/1997 11:33:00 AM
From: Brian Hutcheson	Respond to of 6843

Pravin , <being objective> K6 3D should not be shipping until the latter half of '98. The K6+ will ship before then . The .25 micron K6 should provide lots of profit potential since Intel does not have a competitive product in its price range or its useability in notebooks , regards , Brian

To: Pravin Kamdar who wrote (2518)	11/30/1997 6:45:00 PM
From: Brian Hutcheson	Respond to of 6843

Pravin , correction.. On a recent post to you I incorrectly stated K6-3D would not ship till 2nd half of '98 . Tom's hardware is quoted as saying that it will ship by March '98 , also Dec Byte mag has a chart of X86 roadmaps which shows K6-3D as being available in Q1 '98 . The same magazine states K6+ 3D (which includes 256K on chip L2 and backside bus at CPU clock speed) should be out in Q3 '98 . sorry for wrong info but at least I was erring on the conservative side , Brian

To: Pravin Kamdar who wrote (2518)	12/1/1997 1:14:00 AM
From: Petz	Read Replies (1) \| Respond to of 6843

Pravin, you bring up some excellent points about the K6-3D. The PII results were from a 66 Mhz mother board. The K6 3D used a 100 Mhz mother board. How much better will the PII results be when it is on a 100 Mhz BX mother board? 30%? I don't know, but it will certainly be better than it is now. Later in the article, Tom points out that running a Pentium II-300 on a 100MHz bus (vs. 66 MHz used now) won't speed it up much. This is because the L2 cache will still be running at 150 MHz. Raising the bus speed only speeds up access to memory on cache misses, which is usually less than 10% of the time. So, at most the BX chipset will speed up the Pentium II-300 by 10%. So, the BX comes out in April, I believe. AMD has about a three month window of opportunity, since I expect to start seeing K6 3D systems in January. Wow, I hope so -- that would confirm the optimistic prediction about the K6-3D put out at betterchips.com Petz