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Politics : Formerly About Advanced Micro Devices
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To: Mani1 who wrote (57468)5/6/1999 5:21:00 PM
From: kash johal  Read Replies (1) of 1572403
 
Mani,

Re: KIII transition

I recall that in Q1 the guidance was that the KIII would ramp up till end of 99. At that time the transition from the k6-2 would be completed.

Having said that I think they have been hoping to transition everything over to 0.18 by then too.

And I suspect that they were going to simply dump the k6-2 at that time.

Having said all that they me be rethinking this strategy.

Clearly the K6-2 core seems to yield higher Mhz parts-based on the 0.25 results. So they should see the same thing with o.18 micron. They will do much better-revenue wise to ship 600 Mhz K6-2's than 550Mhz KIII's with 0.18 micron and the k6-2 at 0.18 will be tiny compared to the K6III.

However the 0.18 KIII would still be required for the laptop market ala Dixon.

Just my opinion.

Regards,

Kash


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