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To: greg nus who wrote (4888)3/12/1998 2:59:00 AM
From: Praveen Johal  Read Replies (1) | Respond to of 6843
 
Some more of the usual
zdnet.com

AMD presses to meet deadline for K6 3-D chip
By Lisa DiCarlo, PC Week Online
March 11, 1998 4:20 PM PST

Already plagued by yield problems,
Advanced Micro Devices Inc. (AMD) is
pushing the envelope to reach its goal of
delivering the K6 3-D chip in the first half of
this year.

The Austin, Texas, company hoped to announce
availability at next week's CeBIT trade show in
Hanover, Germany, according to spokesman
Dwayne Cox. But AMD is holding out for more
application and OEM support, he added.

The chip, with proprietary three-dimensional
extensions, was announced by AMD President
Jerry Sanders at the Microprocessor Forum in
October. At the time, Sanders said AMD
planned to ship it in the first half of 1998. AMD
plans to release the chip by late June, just
making its deadline.

Independent software vendor support is critical
to the success of the K6 3-D. To realize the
benefits of the chip, ISVs have to write
applications that exploit AMD's 3-D extensions.
One of the more noteworthy ones being
developed is a game by DreamWorks
Interactive called Trespasser, although AMD
hopes to amass more applications.

In the second half of the year, AMD plans to
release the K6 3-D Plus, which features
integrated cache and supports a 100MHz bus.
Intel Corp. is due to ship its first 100MHz bus
chips and chip sets next month.

AMD is in the process of converting its
manufacturing to the smaller, more efficient
0.25-micron process, which it hopes will boost
yields. Since the K6 launch in April 1997, AMD
has been unable to ramp up manufacturing to
meet demand. This has led to fewer
microprocessors being sold and, thus, lower
revenues.



To: greg nus who wrote (4888)3/13/1998 12:42:00 AM
From: Paul Engel  Read Replies (1) | Respond to of 6843
 
Greg - Re: " I'd say you could right all the covered calls you wanted for QTR 1 expiration and pocket what every premium you got, assuming you still owned some shares"

AMD's stock is performing as if there is good news on the horizon.

Clearly my "source" and your "source" are providing diametrically opposed information as to the AMD Fab 25 yields.

Paul