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To: Mohan Marette who wrote (12782)	1/5/1998 7:10:00 PM
From: hpeace	Respond to of 97611

mohan, the 1 to 4 is incorrect. amd's biggest problem is they have elcted to use 1997 as a dump yr and they are accelerating items that could have easily be prorated accounting wise. amd gave us an estimeate of thier yeilds and it's miles away from 1 to 4 if cpq couldn't get these in high quantities they wouldn't be announceing

To: Mohan Marette who wrote (12782)	1/5/1998 7:27:00 PM
From: hpeace	Read Replies (1) \| Respond to of 97611

the qty is too high for yeild to be 25%. here's just walmart sales on one day. AMD has had to modify its goals for K6 production since it began an ambitious challenge to rival Intel Corp. (INTC) in April. At the end of the third quarter. the company had projected fourth-quarter production of two million of the chips but then had to set sights lower to between 1.5 million and two million. AMD officials said that anecdotal evidence showed strong retail sales of K6 powered PCs in the fourth quarter. For instance, Wal Mart Stores Inc. (WMT) sold 40,000 K6-based PCs on the Friday after Thanksgiving, said Dirk Heinen, the division marketing manager of AMD's PC products division.

To: Mohan Marette who wrote (12782)	1/5/1998 7:36:00 PM
From: hpeace	Read Replies (1) \| Respond to of 97611

more info, amd is just alittle short of their 2 million goal this yr. maybe 300k. o build bridges to gamers, who see the newest graphical developments long before they trickle down to engineering and design firms, AMD became anchor sponsor of the first Professional Computer Gamers League earlier this year. The firm also invested in game publisher Digital Anvil -- a guarantee it will have a test-bed for future graphical innovations. Perhaps most importantly, however, AMD is on-target with CPU (central processing unit) .25 micron circuit design, with a "shrink" to .18-micron production in the works. The shrink could lead to CPU clock speeds in the 400-500 megahertz (MHz) range by 1999, said Somo. Here are some plan details for AMD's enhanced Socket7 architecture, which it calls Super7. In the first half of 1998, AMD will add a 100 MHz L2 cache and local bus, eliminating a major data-handling bottleneck. By the second half of 1998 it will move to a full speed on-chip L2 cache, with an optional L3 cache. For the K6 family of processors, AMD will go to a .25 micron design that allows higher speeds at lower temperatures. The chip will hold 8.8 million transistors, said Somo, and yet will have a smaller physical size. The smaller size should increase production levels. In the first half of 1998 AMD will put its .25-micron chips onto a 100 MHz bus. The processor will have on-chip L2 cache, but the biggest tweak will be superscalar MMX 3D technology. The first K6-3D chips will hold 9.3 million transistors. By the end of 1998 a K6+ 3-D CPU will have on-chip, processor-speed L2 cache with an additional 100 MHz frontside L3 cache. The superscalar MMX chip will hold 21 million transistors. AMD said it expects to debut the new superchips at the Microprocessor Forum 98 trade show. Also next year, AMD expects to produce a relatively small number of .18-micron chips. Then with .25-micron production levels held steady, the proportion of fast, cool-running .18-micron chips will increase to about 50 percent by the end of the year 2001, the firm said.