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

To: Tenchusatsu who wrote (92120)	2/8/2000 7:19:00 PM
From: steve harris	Read Replies (1) \| Respond to of 1574485

Tenchusatsu, re:"Does that mean AMD is ramping down the volumes of K6 this quarter? Obviously they can't continue to sell 5M K6-2's if they want to increase their sales of Athlon to 2M. Dresden still doesn't count yet, since they're not ramping up until Q2 at the earliest." FAB 25 was loafing along at 80%? Q3, maybe FAB 25 still isn't 100%. Why would K6-2 production need to drop, if FAB 25 isn't at capacity yet? I don't see your assumption being definite of K6-2 production has to drop for more Athlons to be produced from FAB 25 only. jc-news.com Jerry said: "Q: Enough backup in Austin if Dresden has hitches? -- A: Yup. More capacity right now before Dresden than most analysts believe AMD will gain in share." Anyone else? I can't see it as "obviously". steve

To: Tenchusatsu who wrote (92120)	2/8/2000 8:39:00 PM
From: Dan3	Read Replies (1) \| Respond to of 1574485

Re: Does that mean AMD is ramping down the volumes of K6 this quarter? Obviously they can't continue to sell 5M K6-2's if they want to increase their sales of Athlon to 2M Remember, the K6-2 is 81mm2 at .25, and it's a will known design that isn't hard to manufacture - so they can get close to 300 out of an 8 inch wafer. So AMD can get 5 million K6-2's per quarter using less than 25% of FAB 25's capacity. Athlon at .18 is 102mm2 - limiting them to about 250 per wafer. FAB 25 could produce 10 million K6-2's and still produce more than 8 million Athlon die (even at 50% yields, that's 4 million chips) Dan