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

To: Paul Engel who wrote (39367)	10/14/1998 11:09:00 PM
From: Steve Porter	Read Replies (1) \| Respond to of 1588641

Paul, I believe AMD may have moved sharptooth back a couple of weeks, simply to make as much margin as possible on the K6-2 400Mhz for as long as possible. They know that they will be able to have good margins on the sharptooth for at least a couple of months at 450Mhz. It is actually logical (and surprising). Add to that the fact that AMD while officially "demand" constrained, may actually become supply constrained this quarter and they know it and don't want to dedicate fab space to the silicon expensive (relatively) K6-3. Steve