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


To: Mani1 who wrote (92556)2/11/2000 2:30:00 PM
From: Tenchusatsu  Respond to of 1573458
 
Mani, <I strongly think that very close to 100% of all wafer starts are 0.18. 100% of Athlon's being produced are now at 0.18.>

OK, the second sentence I believe, mainly because Sanders said so.

But the first? If AMD is trying to meet higher-than-expected low-end demand, where are all the K6-2's coming from? There is no 0.18u K6-2 yet, and I believe that the K6-2+ is supposed to be the first 0.18u K6 processor, but that hasn't been released yet.

I think although Athlon volumes may be ramping nicely, the majority of wafer starts are still 0.25u and dedicated toward K6-2 production. This is the only way AMD can meet strong low-end demand until K6-2+ is released. And this paints a more realistic picture than a "sudden shift to 100% 0.18u."

Tenchusatsu