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

To: Paul Engel who wrote (41038)	11/7/1998 11:23:00 PM
From: Jim McMannis	Respond to of 1570814

Paul, I've been out of town so I'll back read and see what you are talking about. Thanks, Jim

To: Paul Engel who wrote (41038)	11/7/1998 11:37:00 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 1570814

Paul, I got this from one of Kevins posts. "Guidance continues to be that AMD will will introduce K6-3 (Sharptooth) later in Q4. Given a production lead time of approximately 89 days (3 months), it will likely be Q2 before we can find machines at retail."....... Obviously this Toni Beckham is misinformed even though shes the something or other in customer relations. Considering a wafer at AMD takes about 10 weeks from start to finish, since when is AMD going to announce a chip at the time of wafer production? You announce a chip when it close or or ready to ship in volume. If AMD is going to announce the K6-3 in the 4th quarter then it should already be in production...which I believe it to be. <hint> I don't know where she's coming up with this 89 day stuff. Certainly the boxmakers don't need a 3 month lead time to put a chip on a motherboard and stuff it in a box. That takes about 20 minutes. Sounds like she doesn't know what she's talking about or AMD has instructed her to play oppossum. Jim

To: Paul Engel who wrote (41038)	11/8/1998 12:56:00 PM
From: Kevin K. Spurway	Read Replies (1) \| Respond to of 1570814

Re: "IT WAS TONI BECKHAM OF AMD WHO ANNOUNCED THE LATEST SLIP" No, it was Alex Brown, or whoever the person was at AMD who talked to Alex Brown. In any case, from Toni Beckham's response to me about the whole thing, I've concluded that she (and whoever talked to the Alex Brown people) is just being conservative, and K6-3 should be available in Q1. As far as a K7 demo, why would AMD do one before Comdex? Comdex is their big arena to put on a show. Intel knows they have nothing to match it so they decided to cry sour grapes and pulled their booth. Kevin