Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Joey Smith who wrote (38720)	10/7/1998 7:55:00 PM
From: Kevin K. Spurway	Respond to of 1577890

Let's face it, Kumar doesn't know what he's talking about. Here's what we know: AMD has announced that it will formally announce K6-2 380 and 400 MHz at the end of October (Oct. 26 if I recall). AMD stated in the CC that they've started to ship the 400 MHz K6-2 ahead of this date. AMD has stated that it expects to ship hundreds of thousands of 400 MHz K6-2's in the fourth quarter. Ashok Kumoron believes that AMD's yields are currently 1% on K6-2 400's. That means in order to ship hundreds of thousands of these chips, AMD must ship 20 MILLION chips next quarter. That isn't going to happen. Conclusion: Kumar is an idiot. Kevin