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

To: kash johal who wrote (70557)	9/1/1999 1:51:00 AM
From: Mani1	Respond to of 1576711

Kash, you figures of 6 million CPU in Q4 at ASP of $100.00 would almost definitely put us in black, but I think it is too good to be true. But I still have not given up on a close to break even Q4. Mani

To: kash johal who wrote (70557)	9/1/1999 4:24:00 AM
From: Pravin Kamdar	Read Replies (2) \| Respond to of 1576711

The cs44e7 sounds pretty much like a 0.18 micron process without the density. This is what I have been saying for a while, and it really bothers me. We will not see much speed improvement in going to 0.18u. Pravin.

To: kash johal who wrote (70557)	9/1/1999 3:07:00 PM
From: Charles R	Respond to of 1576711

Kash, <The cs44e7 sounds pretty much like a 0.18 micron process without the density.> Yup. But, I do not necessarily read it as a good news. I am surprised that K6-2 500 was released instead of K6-3 500. I was expecting exactly the opposite to happen. <Very interesting set up for Q4: 4M K6's 1M K7's and maybe 1M K6-3's with Cu from dresden. should be able to average $100 ASP methinks. Hell we might even hear the dreaded P word soon.> With K6 ASPs where they are, I would rather see more K7s but the ramp so far does not give much reason to be optimistic. Chuck