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

To: Charles R who wrote (83730)	12/20/1999 8:32:00 PM
From: Elmer	Respond to of 1572147

Re: "<After Spitfire ramps, we can get phase out K6x if all of the following are true: 1. Production cost for Spitfire are close to Coppermine 128K -- this would likekly be satified if its die size is close to Cu128K 2. 75% of Coppermine 128K's average price, which is what Spitfire will sell for, is at least $60" So you are predicting AMD will continue their price war using predatory pricing! Re: "I don't think #1 is too important assuming Spitfire keeps the MHz lead, which I expect it will." You can not keep what you have already lost. EP

To: Charles R who wrote (83730)	12/20/1999 8:34:00 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 1572147

Chuck, <Production cost for Spitfire are close to Coppermine 128K -- this would likekly be satified if its die size is close to Cu128K> That'll be kind of tough. Cumine (the garden variety w/ 256K) is about 108 mm2, while L2-less Athlon on 0.18u is roughly the same size, +/- 3 mm2. Cumine-128 is likely going to be 90 mm2, while Spitfire will probably be about 110 mm2. I don't know what you consider "close," but Spitfire will no doubt have a larger die size than Cumine-128. Tenchusatsu

To: Charles R who wrote (83730)	12/20/1999 11:06:00 PM
From: Cirruslvr	Respond to of 1572147

Chuck - RE: "I kind of agree with #3 in the sense that it makes no sense to ramp Spitfire without infrastructure being enabled. So AMD has to work with MB vendors to make that happen." Not only MB vendors, but also chipset makers. Ali is making a low-cost Athlon chipset which the Athlon Select will more than likely use. And I think Sis is also making one.

To: Charles R who wrote (83730)	12/20/1999 11:10:00 PM
From: Goutam	Read Replies (1) \| Respond to of 1572147

Chuck and Petz, <Petz: The above scenario means that until the Spitfire ramps, we have to keep K6x.> Chuck: This is what I have been saying ! <Petz: After Spitfire ramps, we can get phase out K6x if all of the following are true: ... 3. Super7 board makers spontaneously embrace Socket A, or are given financial incentives to do so.> Chuck: I kind of agree with #3 in the sense that it makes no sense to ramp Spitfire without infrastructure being enabled. So AMD has to work with MB vendors to make that happen. Thanks for a nice discussion on this subject. I agree with you guys that K6X can be phased out once Spitfire is fully ramped - but what about Notebook market where volumes are expected to explode? Don't you think K6X with its ultra low power, will have a role to play in the Notebook arena even after the full ramp of Spitfire? Goutama