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Politics : Formerly About Advanced Micro Devices

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To: Petz who wrote (31635)	4/10/1998 9:00:00 PM
From: Brian Hutcheson	Read Replies (1) of 1578049

Hi Petz , re. your detailed estimate of K6 production Prior to noticing your post on the 9th April I had been calculating a simpler method of obtaining a rough idea on possible number of K6s :- For every 1000 wafers on .25 micron at 50% yield AMD produces 2M K6-3D Additionally now that .25 is proceeding on a steep ramp of clock speed and since Intel does not have a comparable chip in the Pentium MMX line (higher clock speed and superior architecture) , AMD cannot be price pressured by Intel while Intel maintains its own profit margins with PII . IMHO this means that AMD has much more freedom in pricing the K6-3D resulting in a higher ASP . Lets say AMD maintains an ASP of $175 then for every 1000 wafers/week AMD would generate $350M in K6-3d revenue . The question is how quickly can they ramp production ? I believe now that the yield problems are solved they will surprise not only the analysts but also the pseudo analysts from Intel that appear on this thread . OF course if they seriously ramp K6-3D up to say 3000 wafers a quarter and 6M K6-3Ds then that ASP would fall but so what ? Brian PS I enjoyed reading your far more detailed post

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