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

To: Jim McMannis who wrote (56940)	5/1/1999 3:45:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 1573143

JimmyMac - Re: "They only have so much fab space and the K6-2 is selling well. " Selling well? Didn't Cherry Sanders just report that Kmart 62 sales in Q199 were 22% BELOW Q498 sales - 4.3 vs. 5.5 million ? Sure, sure - I'm sure Sanders said that by the end of the quarter, all the AMD Muck-Ups had been resolved ! He does say that every quarter - doesn't he? Paul

To: Jim McMannis who wrote (56940)	5/1/1999 6:09:00 PM
From: Mani1	Read Replies (1) \| Respond to of 1573143

Jim, Re<< AMD is intentionally ramping the K6-III slowly. For some reason you think they intended a major ramp quickly. They only have so much fab space and the K6-2 is selling well. They also need space for the K7. Also makes sense to take it easy until they can get good yields on the 450 and a 500 lest they be stuck with a bunch of 400s.>> Very well said Jim. Aggresively ramping K6-III is a risk that AMD does not want to take at this point. Next quarter will be different at 0.18. Mani