Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Scumbria who wrote (45921)	1/14/1999 11:12:00 AM
From: Jim McMannis	Read Replies (1) of 1570744

Scumbria, RE:"I was sitting and thinking this morning about the state of the x86 world, and here is what I came up with ...... 1. The K6 family is not going over 400 MHz in volume anytime soon. 2. PIII will hit 500MHz+ next month. Adding 1+2 together, this means that K6(2/3) ASP's will be low, and will not produce increased revenues. Therefore, future revenue growth is completely dependent on K7. So, until some K7 info is available ..... I'm out."... ----- You should have reasoned that out yesterday. ASPs should rise, however, now that the mask problem is fixed, allowing good 450MHz yield. K6-3 will help ASPs as well, so I wouldn't say all is dependent on the K7. Jim

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