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

To: kash johal who wrote (63743)	6/29/1999 4:22:00 PM
From: Jim McMannis	Respond to of 1576608

We agree...

To: kash johal who wrote (63743)	6/29/1999 5:22:00 PM
From: Charles R	Respond to of 1576608

Kash, I think we are in sync. One thing I will add: if the pricing stays at current levels then I don't see AMD producing many more K6s than what is necessary to keep the OEMs happy (if that number is 1-2M then so be it.). If the pricing improves then I can see AMD producing good number of K6s until K7 moves to a PPGA (or some other non-slot package). IMHO, once K7 has a low cost single-die design, it may not make much sense to produce K6s. In my experience only about a third of the cost is die, rest is packaging, test, yield losses along the way etc. If K6 costs $20 to make and K7 costs $30, it will be economically tough to justify K6 (unless K7 ASPs fall to within $20 of K6 ASPs). Chuck