Formerly About Advanced Micro Devices Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Advanced Micro Devices

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Jim McMannis who wrote (60707)	6/7/1999 12:41:00 AM
From: Paul Engel	Read Replies (1) of 1582843

McMannis - re: "Actually, I agree with your logic. The PeeIII w/256k+32K(64k?)=288k will have a smaller die size than the K7 w/128k when you consider the 160k less total cache. A chip with comparible real estate should bring the K7+288k in at about 130mm2. So, being fair, the PeeIII will be about 20% smaller with equal cache space. I don't think the K7 will be available with a total of 288k cache, probably 512. So the K7 will definitely be more expensive to make....unless Intel has trouble putting 256k on die." The K7 is huge. The yields and sales volumes will be LOW. Factor that in to your expectations for AMD earnings. As you note, to make it competitive, AMD will have shrink the K7 and stuff in a large L2 cache, negating the benefits of the shrink. Factor that in also to your expectations for AMD earnings Paul

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next