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Politics : Formerly About Advanced Micro Devices
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To: kash johal who wrote (70557)9/1/1999 3:07:00 PM
From: Charles R   of 1575981
 
Kash,

<The cs44e7 sounds pretty much like a 0.18 micron process without the density.>

Yup. But, I do not necessarily read it as a good news. I am surprised that K6-2 500 was released instead of K6-3 500. I was expecting exactly the opposite to happen.

<Very interesting set up for Q4:

4M K6's
1M K7's

and maybe 1M K6-3's with Cu from dresden.

should be able to average $100 ASP methinks.

Hell we might even hear the dreaded P word soon.>

With K6 ASPs where they are, I would rather see more K7s but the ramp so far does not give much reason to be optimistic.

Chuck
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