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Politics : Formerly About Advanced Micro Devices
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To: kash johal who wrote (55892)4/19/1999 11:38:00 PM
From: Process Boy  Read Replies (1) of 1577936
 
Kash - <They can probably get $150/chip in high volume OEM prices on average for the KIII 400/450 combo.>

Kash,

Your analysis is not unreasonable. So the question remains; where's the K63? You mention this unthinkable reason:

And frankly unless there is a design "screw up" the yields should be almost as good as K6-2.

Two more possible reasons the K63 is a no show:

* F25 baseline yields are in the acceptable range, not the world beating range. If this is the case, bigger die size may be impacting.

* Nobody wants the thing. They are not loading the fab with K63's becasue they don't have the orders for them.

Just a couple of thoughts.

PB
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