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Politics : Formerly About Advanced Micro Devices
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To: Maxwell who wrote (34568)7/16/1998 1:40:00 AM
From: Paul Engel  Read Replies (1) of 1572336
 
Maxwell - Re: "With such a huge die size yield won't be so good. "

Wrong! Yields are good - VERY GOOD - already at Intels' production levels. Bear in mind - it is 20% SMALLER than the original 0.35 micron Pentium II.

Re: "The 450MHz will probably selling like the 400MHz now and with the price of 400MHz and 350MHz dropping the ASP will not increase. This case assumes that demand for the 450MHz is plenty."

Yes - there is always a healthy demand for the fastest CPUs - and Intel makes them.

Re: XEON - "This is a small market compared to Intel other product line such as the CPU. This will increase ASP but if the volume is not high enough the increase in ASP is minimal."

I think the Server market is currently about 2.3 Million per year growing at 30 or 40% CAGR. Assuming Intel gets just half of this market with XEON, at 1.5 Xeons/Server, they could take down 1.75 BILLION DOLLARS per year for the first year.

This would make the XEON almost as big as ALL OF AMD !

Re: "Intel must price this chip above the PII-450 or else the Katmai will kill the PII line. For a price above a PII-450, every man, woman, and child will sure to buy one."

I would expect that KATMAI will eventually REPLACE the existing Pentium II - especially the 0.18 micron version - which may be out in Q299.

Re: "AMD K6 mobile is hitting 300Mz and it is selling for less than $150 a pop."

Proof positive that AMD has to sell at or near their cost while Intel's Mobile Pentium II sells for >$400.

Kinda makes you wonder why you bought AMD's stock. doesn't it?

Paul
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