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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?


To: kash johal who wrote (63207)6/24/1999 4:32:00 PM
From: kapkan4u  Respond to of 1572896
 
<Kash - re: Now they would be unlikely to run more than 50% wafers to K7.>

Why? They can stop discounting k6-2s and allocate 65% wafers to K7 until they work through the Q2 inventory. That would give them 2M k6-2s output a quarter to support 1st tier customers.

Kap.




To: kash johal who wrote (63207)6/24/1999 4:35:00 PM
From: d[-_-]b  Read Replies (3) | Respond to of 1572896
 
kash, your numbers may be a touch high.

From AMD: techweb.com

K7 production should be in the tens of
thousands of units during the second quarter,
increasing to hundreds of thousands in the
third quarter, all using the 0.25-micron
process of AMD's Fab 25 in Austin, Texas,
Sanders said. He said 0.18-micron chip
production is on track for the fourth quarter,
adding that Athlons using copper
interconnects to increase their speed will
arrive by the end of 2000. AMD tentatively
expects 1 million K7s to ship during the 1999
calendar year.


Cheers, Eric