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Politics : Formerly About Advanced Micro Devices
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To: Paul Engel who wrote (51084)2/26/1999 4:30:00 PM
From: kash johal  Read Replies (3) of 1574864
 
Paul,

>Re: As you noted, but did NOT conclude, AMD's CXT core tops out at
>about 400 MHz using AMD's target process and electrical parameters.

>As an act of desperation, AMD once again had to resort to jacking up
>their supply voltages - well beyond their target specs - to get
>competitive processor speeds.

I agree with you that at 2.2V their yields at 400Mhz and greater may have been sub 50% even with the revised mask fix.

Changing the spec to 2.4V will almost certainly increase that dramatically to as much as 80% depending upon the bell curve.

This is VERY smart of AMD as Mhz sells (tm Jim mcminnis).

I am sure that they ran plenty of life test runs to prove reliabilty for excess of 30 years as is standard in the industry. And the OEMS I am sure are privy to that QUAL data).

Unfortunately for you AMD will largely be shipping high Mhz processors in Q2. This poses a major problem for Intel. If they start shipping 433/466 Mhz Celerons in Q2 in volume this will really hurt the PII and PIII.

AMD should be able to be very profitable with an average ASP of $100 plus in Q2. And as their volume will largely be 400/350 K6-2 and k-3's it is tough to see average ASPs being below $100 for Q2.

The retail market has spoken that they like AMD processors.

These new speed grades are bad news for Intel and Cyrix IMHO- as we will likely see k6-2 400's being sold for $70-80.

I don't see anybody buying 300/333/366 Mhz parts in Q2 for desktops with the latest salvo from AMD.

Regards,

Kash
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