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

To: Jim McMannis who wrote (39788)	10/21/1998 3:59:00 PM
From: Tenchusatsu	Read Replies (2) \| Respond to of 1578815

<Why bring the K6-3 now? Not yet. It's a replacement for the K6-2 and there's a speed grade to go yet...Sell K6-2 366s, 380s and 400s first. At 400 MHz-K6-2 AMD has bought a little more time to tweak the K6-3 anyway.> Seems like from what you and Maxwell are telling me, AMD is trapped in the sub-$1000 market. They can't transition to higher-performance, higher-margin products or else they'll screw over the OEM's who are milking the dirt-cheap $100 AMD CPUs for all their worth. All this talk about better processes and better CPU designs means nothing if AMD doesn't have the capacity to branch out into new markets. So, Jim, what are the volumes going to be for the K7 after its release? Can AMD produce these K7's in sufficient volume without sacrificing their K6-2 and K6-3 lines? Seems like AMD could find themselves in a dilemma until that Dresden fab cranks up. When will that fab start production anyway, Jim? Seems like all these questions are the very reasons why AMD is still considered a high-risk stock. Tenchusatsu