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

To: kash johal who wrote (65623)	7/15/1999 8:16:00 PM
From: Greater Fool	Respond to of 1573639

>>Starting November they may well turn over hard to Athlon wafer starts It could well be earlier than that. It all depends on the price action on K6; the changeover is going to be awfully tempting. >>segment via L2 cache size This largely implies several different versions, each with different L2 size. Those designs will be time consuming and expensive. I think the most likely outcome is one with and one without onboard L2. >>If they run 3M They will always fill the fabs. Under no circumstances will the fabs be run at less than 100% capacity -- the fab fixed costs don't care whether the fab is being utilized or not. So the only choice is what to put on those wafers. I believe that early on they will decide to switch over hard to what they believe will be the highest margin product, Athlon.