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Politics : Formerly About Advanced Micro Devices
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To: Scot who wrote (83676)12/20/1999 2:24:00 PM
From: Charles R  Read Replies (3) of 1572088
 
Scot,

<Stated otherwise, if the lower speed grade Athlon's disappear (which I agree is good for Athlon pricing) do we still have a segmentation strategy? I would hate to get burned by ASPs again.>

I think there will be a solid segmentation strategy with or without K6s. For example, AMD could start Spitfire based products at 600/650/700MHz starting Q2 and Thunderbird based products at 800+ MHz range. The K6s can stay on laptops until Athlon laptops become reality. AMD can use the residual capacity in Fab25 to support EOL of current Athlons and for next generation Flash.

I see little point in continuing infrastructure investments in both K6 and K7 platforms. If AMD puts its focus on a single platform (clearly k7), infrastructure issues will be easier to address. I think the current strategy disadvantages AMD in cost structure and product planning. This is one of the areas where Intel has a clear advantage.

As I have said a few times before, the faster the K6 falls by the way, the better it is for AMD.

Chuck
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