Formerly About Advanced Micro Devices Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Advanced Micro Devices

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Brian Hutcheson who wrote (42329)	11/28/1998 11:49:00 AM
From: Jim McMannis	Read Replies (2) of 1572898

At 184mm2 and a yield of 50% with a $2000/wafer cost the K7 should cost $32 plus packaging. Say $30 to be very conservative. That's $62... Even at $75 a chip and Katmai prices the K7 will be very profitable. Several things concern me though... The first of which is AMDs last in-house chip (K5) was late and a flop. Have they learned from their mistakes. The design suggests they have...but a lot of things have to come together. Second thing is the chipset. AMD would be a moron if they don't come out with their own chipset. VIA and Ali are good at copying chipsets but when they have to develop their own, it takes a few revisions before they can get it right. Thirdly, as well as AMD has promoted 3DNOW! It's not near enough. they have 3 months max to really promote it...the marketing clout of Intels Katmai will start to really kick in and I expect they haven't been sitting on their hands. So maybe I'm paranoid..but that tactic worked well for another company we know about... Jim

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next