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

To: Scumbria who wrote (44174)	12/28/1998 5:00:00 PM
From: Jim McMannis	Respond to of 1577009

Scumbria, I was out of town for a little over a week and I can't catch up on the posts. I understand that some K6-3 benchmarks came out and they were quite impressive. Even to the point where some ZDnet writers suggested Anand might have made up the numbers. Sounds like they are in denial or Intel shareholders. <G> EVEN with 66MHz RAM. HP will like that. RE:"AMD's future depends on K6-3/K7 delivered when, in what quantities, and at what clock speeds."... --- I agree. Intel is attacking the K6-2 with the Celeron "A"-400 coming way early. Appears that the low end battle will be there. AMD still has an opening though, the K6-3...that will compete with the Katmai and move AMD further up the food chain. With no announcements on the K6-3 this has some worried...so they are balking right now. I also fear leaks about AMDs 4th qtr ASPs being lower that expected might be hurting the stock as well. When we see the K6-3 the stock should stabilize and move higher. If we see a smooth transition to the K7 then it's katie bar the door. At any rate I think AMDs stock will be hard pressed to make new highs until after earnings....unless the K6-3 pops out first in mass quantities... Jim Jim