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Politics : Formerly About Advanced Micro Devices
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To: Paul Engel who wrote (94718)2/23/2000 12:19:00 AM
From: kash johal  Read Replies (2) of 1575046
 
Paul,

re: fab 25 capacity.

Last quarter they produced 1M K7's and 5M+ k6-2's.

And they didn't run at 100% capacity.

Spitfires should be in 120mm2 range and so 7M+ is feasible from fab 25 alone.

In reality I would not expect more than 3-4M out of fab 25.

With dresden kicking in 1-2M/qtr high end chips by Q4 this year.

My point is that even without dresden AMD has tremendous capacity.

With dresden they clearly have over-capacity.

They need to do more to create demand IMHO.

regards,

Kash
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