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: Kevin K. Spurway who wrote (40872)	11/5/1998 10:20:00 AM
From: Kevin K. Spurway	Read Replies (1) \| Respond to of 1572580

More news (from today's WSJ): Intel won't be at Comdex (guess they have nothing worthwhile to show). Jill is leaving SI. Kevin

To: Kevin K. Spurway who wrote (40872)	11/5/1998 11:11:00 AM
From: Scumbria	Read Replies (3) \| Respond to of 1572580

Kevin, 1) Intro of Sharpy in LATE Q4 1998. 2) Appearance of Sharpy-based boxes on the shelves within 89 days (production lead time). I would interpret this as saying that Sharpy has slipped into Q2 98. Scumbria

To: Kevin K. Spurway who wrote (40872)	11/5/1998 12:32:00 PM
From: RDM	Read Replies (2) \| Respond to of 1572580

I believe that the K6-3 is of value primarily for speeds of 400 Mhz and up. The K6-3 must cost at least 50% more than the K6-2 to produce and the market will not pay a higher price for the K6-3 unless it outperforms the K6-2. The switch over to K6-3 will result in fewer die per wafer and more greater difficultly in shipping 5M CPUS this quarter. I would expect the first K6-3 to be 450Mhz or faster. AMD is ramping in quarterly chip volume, revenue and profits which all take resources. Then why needlessly rock the boat with a large die product that has limited benefits until the higher speeds are tweaked in. If they were having trouble finding customers the K6-3 could always be accelerated.