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Politics : Formerly About Advanced Micro Devices
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To: Buckwheat who wrote (31351)4/7/1998 11:45:00 PM
From: Maxwell  Read Replies (4) of 1571161
 
Q1-1998 CC Summary:

1) 1st week May all wafer starts will .25um
2) Q3 all wfr out be .25um
3) AMD continues 25% discount to Intel comparable part
4) K6-266 is 25% dicount to PII-266
5) DirectX 6.0 by MSFT supporting K6-3D will ship in July on Windows98
6) In Q1 AMD shipped tens of thousands 300MHz in 1 wk
7) In Q2 AMD will ship hundreds of thousands 300MHz K6
8) K7 is on scheduled and be demoed at Comdex in Nov.
9) K7 will have slot as Compaq would like no necessarily Slot 1
10)More than « of 0.25um dice yielded above 300MHz
11)K6 peaked at 400MHz to be shipped later in the year
12)Raise capital in Q2 may be less than 1B
13)Need at least $700M revenue to breakeven
14)Return to profitability in Q3; tough to be profitable in Q2
15)3000-4000 wfrs out/wk of FAB25 in 1998
16)5000 wfrs out/wk in 1999
17)Q1 AMD shipped a bit over 1.5M K6
18)Q2 AMD will ship at least 2M K6
19)AMD gained market share in flash while INTC losed market share
20)K6-3D launch in MAY
21)Yield problem on 0.35um K6 is solved and was due to a process step not use in 0.25um.
__________________________________________________________________

AMD is solid. The only thing that disappoint me is the 25% investment by IBM or ??? Had it been there we see 40 in a heart beat.

Maxwell
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