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


To: Scumbria who wrote (41120)11/9/1998 2:31:00 PM
From: kash johal  Read Replies (2) | Respond to of 1570818
 
Scumbria,

Let's assume that the k6-3 runs at 350 Mhz right now, but otherwise is ready to ship.

The costs would be higher than k6-2, and it is not clear to me that customers would pay ANY premium to it vs a 400Mhz K6-2 even if it's actual performance was faster than the higher speed K6-2 or the PII.

The reality is that MegaHerz sells, and the sharpy may well get delayed again if AMD finds it's easier to ship 400/450Mhz K6-2's in Q1 99 than say a 400Mhz Sharpy.

As an investor I would much rather they ship the heck out of the K6-2
and make good money than ship the Sharpy to meet a promised deadline.




To: Scumbria who wrote (41120)11/10/1998 1:49:00 PM
From: Steve Porter  Respond to of 1570818
 
Scumbria,

Maybe the "Techincal" problem is that AMD's production for this quarter is "technically" allocated to those products that they "technically" have customers for. Ofcourse this would "technically" be the K6-2.

Steve