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

To: Brian Hutcheson who wrote (32396)	5/4/1998 1:15:00 AM
From: Tiley	Read Replies (1) \| Respond to of 1571766

Brian, Re"K6 Roadmap": I'm sure you know Intel is introing the 450MHz P2 in June/July. 300MHz is going to be the lowend in Q3 for desktops. I will be impressed if AMD manages to ship 400MHz parts this year in significant volume. Of course, If AMD does a token 400MHz intro this year, you'll see Intel with 500MHz too but I really doubt AMD will get above 350 this year. For Q2, Jerry forecast 2Million parts (feel free to correct me if I'm wrong) - Assuming AMD does hit 2M, do you really think the increase is substantial in the context of the size of the market and the fact that Cyrix/National is sinking - and that all of these 2M are guaranteed to be for the sub-zero segment. Best Wishes, - MJ