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

To: Paul Engel who wrote (40862)	11/5/1998 1:16:00 AM
From: Elmer	Read Replies (2) \| Respond to of 1572630

Re: Paul speaking about the year spent by AMD simply trying to add L2 to the K6..... "This is the truth - and it should scare the h*ll out of AMD investors." It should indeed. Intel was able to do the trick in the blink of an eye with the Celeron and AMD can't do it for 1 full year. If these AMD zealots would open their eyes they would see the wool is being pulled over them. The K7 is the same story. No visible silicon, no demos, no benchmarks, no release schedule, no L2 on die, no roadmap. But, hey... there are nice foils and that's all it takes to get these guys excited. EP

To: Paul Engel who wrote (40862)	11/5/1998 9:37:00 AM
From: Kevin K. Spurway	Read Replies (3) \| Respond to of 1572630

Here's a quote from a message I recieved back from AMD investor relations regarding the introduction of Sharpy: "Nothing has slipped. We are on schedule to meet the processor roadmap that we have outlined." According to the same message, that roadmap is: 1) Intro of Sharpy in LATE Q4 1998. 2) Appearance of Sharpy-based boxes on the shelves within 89 days (production lead time). The latter is presumably where the Q2 number comes from. But the facts seem to indicate that K6-3 will be available much sooner. Finally, from an accounting perspective (which ultimately is what matters) AMD will start booking K6-3 sales as it ships to OEMs in late Q4 1998. Hope this clears up your FUD. Sharpy hasn't slipped. If it makes you really nervous, I suggest you call AMD investor relations and ask them yourself. After all, you claim you're a shareholder. Kevin