To: Charles R who wrote (64853 ) 7/12/1999 3:35:00 PM From: Cirruslvr Read Replies (2) | Respond to of 1579779
Chuck - RE: "The delays in introducing new K6-3 speed grades is not comforting. Unless AMD can quickly exploit Intel's slip in moving to 180nm and get some higher speed grade K6-3s to the market to position against the PIIIs, the K6 family is pretty much dead." Here is what I think will happen when AMD fully transitions to the .18 process: The K6-2 and III will take one step down in the market I think when the K6-2 moves to the .18 process, it will only be used in ultra low-cost PCs. This will be AMD's answer to whatever Cyrix has to offer because the K6-2 will be so small and cheap to make. Since we know the Athlon will go from 184mm2 to 104mm2, I am going to use the same percentage to calculate the K6-2's size on the .18 process which would be 81mm2 * ~57% = 46mm2. I have no idea whether or not I can just use a simple multiple to do that so someone correct me if I am way off. Whether or not that calculation is correct, we get the idea that the K6-2 made on the .18 process will be really small. The K6-III will take over where the K6-2 left off - positioned against the Celeron. If I use the same multiple to calculate the K6-III's size on the .18 process, I get 118mm2 * ~57% = 67mm2. That is about the size the K6 was on the .25 process. I think, if this ends up happening, the way the K6-III will be positioned is will offer the performance of the PIII, but will cost as much as the Celeron. This is how some K6-2s were sold, using the same thought against the PII. Also, when the Celeron moves to the 100MHz bus, hopefully AMD will move Super 7 to the 133MHz bus. (I don't know if that is possible, but people said the same about the 100MHz bus). This will allow the K6-III to retain a better technology advantage - 2X L2 cache, L3 cache, 133MHz bus. The Celeron will soon have SSE while the K6-III will have 3D Now!. That, and the stronger FPU, will be the only advantages the Celeron will have. So where does this leave the Athlon? AMD will hopefully position the Athlon as more powerful than the PIII, but at the same price (systems).