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

To: Paul Engel who wrote (47919)	1/30/1999 11:13:00 AM
From: Jim McMannis	Read Replies (3) \| Respond to of 1570981

Prengel, When Maxwell proposed that Gateway was going to use AMD chips I seem to remember you making fun of that prediction numerous times. So Paul, when will the K6-3 and K7 be released? Shipped? I'm asking you because you seem to have AMD pegged right (according to Scumbria). One thing seems true though, the Pentium III will beat the K6-3 to market, invader of privacy ID enabled and all. The Pentium III is available now, as pulls from OEM boxes. The K6-3 is apparently about a month from volume shipping. That leaves only about 1 month of full production. Seems to be a pattern with AMD....the K6-2-400 only had about 1 months full production in Qtr 4...About 500k chips. So using that logic I expect only about 500k k6-3s (mostly 400s) to be made in Qtr 1. Based on 5.5 million chips estimated ( probably low) to be shipped in Qtr.1 the K6-3 will have limited effect on the overall ASPs. They might go from $88 to $93. The K6-2-450 gets later every day so hopes of $200 ASPs for the quarter are diminishing especially with the Celeron 433 coming early. March was it? So over all, AMD should have a good quarter. Not the one they could have had without the Mask setback, but a good one none the less. I'm a little curious why Gateway would use a K6-3 when they can use a Dixon. Price maybe? <G>