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Politics : Formerly About Advanced Micro Devices

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To: Scumbria who wrote (54252)	4/5/1999 7:54:00 PM
From: kash johal	Read Replies (2) of 1578271

Scumbria, Re: "When the K7 infrastructure is in place, why wouldn't AMD shift all of their production over to K7? Despite the larger die size, K7 will be orders of magnitude more profitable per die than K6." There you go again talking like a green engineer. Applying your brilliant logic AMD would only be producing K-3's this quarter an Zippo K6's. And with the k-3 there are NO INFRASTRUCTURE issues as folks can use the same motherboards as the k6. AMD is CLEARLY having some yield problems with the k6-III as it is still not generally available. And frankly this is quite troubling to me as the Cache should NOT have affected yields too much if they had built in the redundancy properly. AMD needs to keep OEMS happy and keep up the K6 production and speed ramp as well as ramp up the k-3 and the k-7. We know the fab is ramped at full capacity now so Q2 volumes will reflect a fair picture of what they can produce. The latest guidance was 5M pcs for Q2 as well - suspect real target is in the 5.5-6.0M range. After that Q3/Q4 will be flat or lower volumes depending upon K7 vs K6 mix unless Dresden comes on strong. Regards, Kash

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