Q3 *issue* for AMD (again, if you scroll WAY back):
"I'm going to dispense with the usual list for AMD at this point. Sanders has already said that the K6 isn't going to make any money for AMD, so here's the skinny: Live up to promises about the K7 and gain industry acceptance of the new chip. If point 1) fails this quarter: Liquidate assets and close shop."
So how did AMD do? The K7 is an excellent processor. It lives up to all of the hype surrounding its performance characteristics. Only one major problem: motherboards that actually function are in short supply. It's like buying a Ferrari without a transmission!!!
AMD is alive only because the K7 holds a lot of promise. It isn't going to add anything to AMD's Q3 numbers (which will be abysmal). If they can get motherboards out there in the public, they may start turning around in Q4, but with the flub on "release," it's going to be an uphill fight. If AMD actually had systems available in quantity on release (like Intel does), Q3 would have been much MUCH rosier for AMD, and somewhat less Rosy for Intel.