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Politics : Formerly About Advanced Micro Devices

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To: Scumbria who wrote (35458)	8/3/1998 7:01:00 PM
From: Jim McMannis	Read Replies (2) of 1573711

Scumbria, RE:"My poolside conversations indicated that IBM was prototyping 400 MHz parts. The fact that AMD canceled the IBM deal lends some credibility to the idea that AMD believes they can manufacture 400 MHz parts themselves." Thanks, that jives which what I'm hearing too. Maxwells projection of 400Mhz K6s in October is looking much better of late. Hint, hint, nudge, nudge. I forget, was it Yousef that said AMD won't get to 350 much less 400 by years end? I'm wondering how much mileage AMD can get out of the K6-2 until they have to add the L2 to get the speed up. Reading (actually I'm doing a little more than that)between the lines a little, is it possible that AMD is so confident of getting the K6-2 to 400Mhz that they are going to let it ride longer and then bring out the K6-3 at a higher MHz than originially planned...? Say 450MHz rather than the preplanned 400MHz that we'd been hearing about. Would there be any benefit to this? If there is only limited FAB space wouldn't delaying the K6-3 be the more efficient move if they can get the K6-2 up to speed? Seems like everytime AMD changes over FAB processes they have a yield and speed problem. Jim

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