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Politics : Formerly About Advanced Micro Devices
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To: Jim McMannis who wrote (82207)12/7/1999 12:46:00 PM
From: Charles R  Read Replies (3) of 1577111
 
<AMD needs the K6s for notebooks and low cost, low end chips to compete with the Celeron>

There is no rule that AMD should compete with Celeron in either laptop or low-end markets. This is what I was saying in my last post. I a not a supporter of this strategy.

<Remember how small the die sizes are on .18u for the K6-2 and 3.... Even at 60% yield that's a pretty cheap die cost...>

Yes the costs are low but so will be the ASPs. I haven't done any detailed analysis but I seriously doubt if AMD would get any less profits by moving all the wafer starts to Athlon family.

They clearly couldn't have done this so far because of the infrastructure situation but that seems to be dissipating now. This is the time for AMD to flood the high-end and take away as much market share on the business side as they can while their competitior struggles.
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