Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: survivin who wrote (66837)	7/29/1999 9:52:00 PM
From: grok	Read Replies (1) of 1575781

RE: <Perhaps the most interesting is the projections for greater than 20 mil K6s in fy99. Given that only 8 million have been sold to date (q1+2), he is looking for 6 mil+ for each of the next two qtrs. This, combined with his enthusiasm for 1 mil+ Athlons in the 4th qtr and the exploding non-cpu segment, make the doom and gloom scenarios seem out of place.> I really doubt that AMD can produce 6M+ K6x and 1M+ K7 in Q4 since they could only produce 6M K6x in Q2 total and K7 yield would have to be about 1/4 die per wafer of K6x. Either they would have to have .18 online for the whole quarter which is unlikely or have really big yield improvement over Q2.

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