Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Tiley who wrote (32359)	5/3/1998 9:24:00 PM
From: Brian Hutcheson	Read Replies (1) of 1571702

Manish , re. AMD's chart was indicating a return to profitability in '97 . What really caused AMD to hit $48+ was just the release of K6 . They finally had a competitive product . This time the evidence is mounting from Pricewatch that there are increasing numbers of K6-266 and 300s , indicating that the .25 process is producing good numbers of k6 . Jerry Sanders announced at the shareholders meeting on April 30 that all K6 starts are now on .25 and are producing good yields , this a little earlier than forecast . The majority of those .25 K6s will be K6-2 by the last half according to Sanders . So we have increasing numbers and higher ASPs . At a 1000 wafers per week Fab25 will produce over 2M K6-2 at 50% yield . I believe their capacity is 4000 or more wafers per week on .25 . I will leave those calculations to you . Can they sell them ? I believe that IBM and Compaq's success with the K6 argues that they will sell anythjing they produce . PC companies are looking for a competitive edge particularly in lowering costs . Brian

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