Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Mani1 who wrote (58823)	5/19/1999 6:00:00 PM
From: kash johal	Read Replies (2) of 1573689

Mani, Re: "I am not sure that AMD can afford upgrading/building two fabs at once since they are already losing large amount of money. I am also not sure that demand is there for big increase in production. Again, growth must be managed to be "good"." As far as upgrading the fab-they only have to pay for the equipment as the fab have never been fully facilitized. If they can get a "customer" to pony up $500M to fill the fab etc then you have a super win/win deal. Frankly AMD can sell 20M chips/qtr if they were all 600Mhz and greater. Seriously it's all to do with the Mhz. If they can only yield 400-500Mhz speeds with 0.18 then I agree they should forget it. If the K7 can really run at 600-800Mhz with 0.18 then they should go for it. Remember the K7 die size in 0.18 is smaller than the current K3's. And the marginal manufacturing cost will be <$100. Best regards, Kash

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