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

To: Tony Viola who wrote (34137)	7/9/1998 12:22:00 PM
From: Pravin Kamdar	Respond to of 1571408

The positive news I heard from the CC: * Sharptooth on schedule with early silicon already running in test systems. * On schedule to deliver 400 Mhz K6 by the end of the year. * Dresden will be state-of-the-art, with volume copper production in 2000. The negative news: * Only hundreds of thousands of 350 Mhz K6 in Q3 and 400 Mhz in Q4. * Jerry warned twice about possible demand problems. * No early release of K7. Demo systems at Comdex. If there are demand problems now, imagine what will happen when Dresden comes on line with a 20,000,000 CPU/year floor for AMD, and when NSM has their Portland fab cranking out low cost PR350 and PR400 processors. IBM has seen the writing on the wall and has validated Cyrix's integrated approach with their recent deal with STM. Pravin.