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To: Jim Patterson who wrote (49149)3/2/1998 1:20:00 PM
From: Thomas M.  Respond to of 186894
 
Nexgen designs the chip, IBM makes the chip, hmmmm . . . why not spin off Nexgen and let AMD declare bankruptcy? -g-

Tom



To: Jim Patterson who wrote (49149)3/2/1998 2:21:00 PM
From: Paul Engel  Read Replies (1) | Respond to of 186894
 
Jim - Re: "For DRAM's it is 5-6 weeks, what is it for CPU's ?"

Normally, 6 to 8 weeks - but if AMD's K6 yield problems show up in IBM's fabs, it could be A LOT LONGER!

Re: ". We know AMD has huge unfilled demand for their chips. "

Oh yeah - how huge? Why is only one manufacturer (CyberSmash) complaining about slipped delivery schedules?

What are the AMD K6 order rates?

If you know their demand, you must know this number.

Paul



To: Jim Patterson who wrote (49149)3/2/1998 5:08:00 PM
From: Jules B. Garfunkel  Read Replies (1) | Respond to of 186894
 
Jim,
Your, "If I were CPQ, I would be very happy to see that IBM, some one I know can make chips effectively, will be on board to ensure supply of a part that I can not get enough of right now going forward."

Sure Jim, you think CPQ is just jumping with joy at the thought of having the opportunity to help IBM, by selling AMD K-6 chips?
Jules


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