Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Joseph S. Lione who wrote (57794)	5/10/1999 9:33:00 PM
From: kash johal	Read Replies (1) of 1574308

Joseph, Re: K6-3 volumes I am confused by AMD's K6-3 strategy frankly, but I am guessing that the OEMS want high Mhz chips and prefer a k6-2 475 to the K-3 400 and the 450's. So if AMD's bin splits are in the 400-433 sweetspot then yields will be high for 400Mhz but low at 450 (say only 10-15%). My guess is that they are only producing 0.5-1M K6-III's this quarter and that can explain why 450's are in very short supply. On the K6-2 if they produce 4M k6-2's that still translates to maybe 500K units at 450 and above. So my guess is it's a mixture of demand and yield. On the ramping question. AMD will produce 5-6M cpu's this quarter with a second fab coming on-line. And an annoying competitor (NSM) out of biz. So the pressure on the lower end will be reduced somewhat which is great for AMD. Remember even a $10 higher ASP translates to $50M to the bottom line so having NSM go away is a big win to both Intel and AMD. In summary they are not going to but Intel out of business soon but the potential is there for higher volumes, higher Mhz and higher market share leading to a much higher stock price. Regards, Kash

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