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To: Srini who wrote (61510)7/30/1998 4:37:00 PM
From: dumbmoney  Read Replies (1) | Respond to of 186894
 
According to that article the "K6-3" is delayed:

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A 350-MHz version of the K6-2 will appear this quarter, while a 400-MHz version of the chip will follow in the fourth quarter. "Sharptooth," which is also known as the K6-3 to company observers, will now appear in the first part of 1999, he said. Earlier projections had the chip, which mimics the Pentium II in containing 256K of onboard cache memory, coming out in late 1998.
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Is this new news? It's new to me. Looks like Mendocino is going to cause AMD some problems!



To: Srini who wrote (61510)7/30/1998 9:42:00 PM
From: exhon2004  Read Replies (2) | Respond to of 186894
 
Srini:

Thanks for posting the story on AMD. I particularly enjoyed the following excerpt:

<<To return to profitability, AMD needs to boost quarterly sales to $650 to $700 million from its current level of $527 million. Increased revenues will have to come from increased sales of K6 and K6-2 processors, Sanders said, priced higher than the chips presently cost. At the same time, amid flat demand, AMD will have to steal market share.>>

I'm impressed! Until I read that quote I didn't believe Jerry understood that to be profitable revenues had to exceed expenses. I was just about to change my mind about the man when I saw the second italicized comment: Steal! Now that's the Jerry I remember!!!!

Best Regards,

Greg Gimelli



To: Srini who wrote (61510)7/30/1998 10:16:00 PM
From: exhon2004  Respond to of 186894
 
Srini:

re AMD article:

After re-reading it perhaps the comment was referring to increasing ASP's. Poorly worded article. Anyway I liked my interpretation better.

Best Regards,

Greg Gimelli