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

To: Jim McMannis who wrote (35277)	7/30/1998 1:17:00 PM
From: Paul Engel	Read Replies (2) \| Respond to of 1573123

McMannis - Re: "My sources tell me that AMD is producing at a rate much GREATER than 3.2-3.7 million chips/qtr. I mean A LOT more..." Judging by your past information from your private sources, I would not believe them. What do you make of AMD's DELAY in shipping the K6-3 until next year? Didn't Jerry Sanders say that the K6-3 was up and running in ther laboratory - and had a die size of only 117 sq. mm? And now this upstart Mendocino from Intel - with a much larger die size at 165 ñ sq. mm. - is going into full production on August 24 at least 4 months ahead of the K6-3. If I were you, I'd re-verify all those glowing yield reports. Paul

To: Jim McMannis who wrote (35277)	7/30/1998 1:30:00 PM
From: Joey Smith	Read Replies (2) \| Respond to of 1573123

re:My sources tell me that AMD is producing at a rate much GREATER than 3.2-3.7 million chips/qtr. I mean A LOT more. My sources tell me Intel will go on a marketing blitz a day before the launch of Celeron II (Aug. 24). Just in time for the Fall/Back to School season! I'm sure no major OEM will want to be left holding the K6 bag <ggg>. How is AMD going to compete with no marketing??? Looks like demand is AMD's problem now, not supply. A much BIGGER problem, imo. joey