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

To: Paul Engel who wrote (41014)	11/7/1998 3:04:00 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 1570655

Engel, What delay in the K6-3 are you talking about? This is still the 4th quarter isn't it? If there is a delay it's the K6-2-400 which is out to large OEMs but not yet announced. The delay however should only be less than a week from my original estimates. Jim

To: Paul Engel who wrote (41014)	11/7/1998 3:21:00 PM
From: Scumbria	Read Replies (2) \| Respond to of 1570655

Paul, Do you think product delays may be a cause for AMD's stock to stall or drop ? I see several potential trouble spots for AMD investors. 1. Delays in K6-3. The fact that the production date is still months away (late Q1) is a sure sign that they don't really know what the problem is. 2. K7 is probably a non-factor for the next year. 3. No KNI compatibility. Come to think of it, I can't think of any reason for the stock to continue it's rise for the short term. I'll probably get out next week. BTW: I sold my IOM for a quick 100% gain on Thursday. Scumbria