Mani - Re: "Of number of wafer start/week (currently) for the K7. "
400 wafer starts/week MAX.
Re: "Will it get $10,000 per waffer?"
Even if AMD yielded only 30 die per wafer, an ASP of $333 would easily generate $10,000 per wafer.
That isn't the issue.
The issue is how many customers will buy the K7 in any significant volume since the CPU and Motherboard/Chip set/HEat Sink/Power Supply, etc., are going to drive the SYSTEM COST up into the Pentium /// system cost - with POSSIBLY NO SYSTEM PERFORMANCE advantages.
CUSTOMERS, Mani
The key is CUSTOMERS.
Did you notice the near TOTAL LACK OF DISCUSSION on this thread yesterday concerning AMD's Mobile K6-III P processor?
Wanna know why?
Simple - Only one "customer" - LUKE WARM CUSTOMER - Compaq - that didn't even have a notebook computer ready to announce. "Later in the quarter" they said.
No CyberSmash, No IBM, no HP, No Gateway, No Toshiba, No NEC.
So, it all comes down to customers and so far the K7 seems to be carrying a lot of negative BAGGAGE - HIGH POWER, SPECIAL SUPPORT CIRCUITS, LARGE DIE SIZE, etc. - and not offering up any observable performance enhancements over AMD's competition.
The only thing AMD seems to be offering is their usual W N I - We're Not Intel !
Paul |
