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Politics : Formerly About Advanced Micro Devices

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To: Yougang Xiao who wrote (52680)	3/16/1999 1:33:00 PM
From: kash johal	Read Replies (3) of 1577030

Yougang, I think it was stated by some-one from AMD that several hundred K7 wafers were in process. If you assume a max of 500 wafers will have been packaged/tested by launch that is probably realistic. Assume 20 DPW and you have around 10K pcs. And yes the K7 starts at 0.22 Micron in Fab 25. It will also start at o.22 Micron in dresden in Q2/Q3. My guess is that K7's will sell for well over $500 initially. It would seem to me that as they will be supply limited they will do OK. The key will be if and when they ramp dresden and start yielding high volumes in Q3/Q4. If the infrastructure is in place for 2 way and 4 way chip sets etc then it could give Xeons a run for the money. The key to the K7 is the 0.18 micron process. I doubt if AMD can yield any reasonable volumes with the die size at 180mm2. Some 0.18 micron capacity from MOT or IBM sure would come in usefull right now. But I suspect Jerry's manhood is at stake and they will go it alone for K7 manufacturing - just like with the K-3 and K6-2's. Regards, Kash

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