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

To: Paul Engel who wrote (41433)	11/13/1998 1:17:00 PM
From: Jim McMannis	Read Replies (2) \| Respond to of 1578495

RE:"McMannis - Does this confirm the Sharpy Slip ?" No, because the quote you posted was not a Raza quote. It was the author filling in th lines. On the other hand, this was a Raza quote.... RE:"Raza said that a souped-up Intel Pentium II chip running at 450 megahertz was outperformed by AMD's forthcoming Sharptooth microprocessor running at the same speed." --- Sure sounds like the Sharptooth is up and running to me. ---- Futhermore...as I've previously stated. I'm not that concerned about the K6-3 other than where it fits in the roadmap and who's it going to buy it. Since "Megahertz sells" (TM-McMannis) seems to me that AMD is better off concentrating on getting the K6-2 to 450 and milking the profits out of the low cost chip. I see the K6-3 as an upgrade for socket 7 which will extend it's life until the end of 1999 but not near the impact the K7 will have. Speaking of K7s. Asus has already announced it will start producing K7 motherboards. Early next year. Jim

To: Paul Engel who wrote (41433)	11/13/1998 1:20:00 PM
From: Jim McMannis	Read Replies (2) \| Respond to of 1578495

Engel, RE:"''Right now they have a good team in place and good process controls, which they didn't have before,'' Ashok Kumar, an analyst at Piper Jaffray Inc. said. ''But the K7 will either be a complete disaster or a runaway success and that totally depends on Compaq (Computer) and whether they use the K7.'' " ---- Sounds like Kumar is starting to waffle a bit on his anti-AMD stance. ----- Jim