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

To: Burt Masnick who wrote (49366)	2/12/1999 2:50:00 PM
From: RDM	Read Replies (1) \| Respond to of 1573758

<Politely, I will list what I think are the plus and minus marks for AMD.> Politely, I will list what I think are the plus and minus marks for AMD. Plus K-7 looks good on paper. K6-III coming out soon (hard to know precisely when) Some progress moving up the MHz scale. AMD produced 5.5 million K6-2s in in Q4 of 1998 after producing nil in Q1. AMD has a credible ongoing business relationship with the majority of the PC vendors. Minus Major developments come out piecemeal Yield is not consistent No product pricing control yet(Intel dictates) Haven't yet cracked the business market Finances shaky (one more "mask" problem would be serious) In my view, the K6-3 and the K-7 are the wild card. That is why I read the AMD thread carefully to check on its progress. My guess is that they will be a very good pair of additional chips, but will AMD slip several vital months before volume deliveries. How many and how soon remain the key questions?