Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Jim McMannis who wrote (56556)	4/27/1999 2:00:00 PM
From: Charles R	Read Replies (1) of 1572475

Jim, Are you suggesting that AMD will be getting higher ASPs for K6-2 even though there is a cost penalty due to the chipset? If so, is the reasoning based on "MHz sells" and "AMD has better yields" or/and something else? How about product mix: Does the Whitney move make it more advantageous for AMD to have higher than planned wafer starts on K6-3 and K7 until some chipset guy comes up with a Whitney equivalent? In essense, will the Whitney/Celeron pricing move have the effect of moving AMD to high end faster than anticipated? Do you see/hear anything that suggests this could be happening? What is your understanding of the demand side for K6-3? Is there enough demand to handle the faster ramp? Any thoughts? Chuck

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