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

To: kash johal who wrote (89414)	1/25/2000 2:08:00 PM
From: Dan3	Read Replies (1) \| Respond to of 1571198

Re: as sizes decline and yields improve it takes approx 50% of the wafer starts that it took with 0.25. PIII went from 123mm2 to 106mm2, that's only a 13% difference, which does help, but growth in Europe and Asia will require that big a volume increase just to maintain market share (the 5th FAB is a bigger help) - they're going to need to convert most of the FABs to get back into the drivers seat. Right now, AMD is controlling CPU prices, and can push them down at will, while still making money - it's just amazing, isn't it? Regards, Dan

To: kash johal who wrote (89414)	1/25/2000 2:37:00 PM
From: Petz	Read Replies (1) \| Respond to of 1571198

Kash, re:<And with spitfires on their way with a likely $100 ASP this will put severe pressure on Celeron/PIII 0.25 micron products/prices/margins in Q2.> You seem to be particularly excited about the spitfire. Did AMD verify that these will be out Q2? Are they from Dresden or Austin? Do they use copper (same question, really)? A point I'd like to make is that I believe one of the keys to AMD's success with the Athlon is that they have tools that make it possible to redesign the core of the CPU very rapidly. For example, it is possible that the spitfire will have a different L1 cache than the current Athlon. Petz