Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Mani1 who wrote (94601)	2/22/2000 2:31:00 PM
From: kash johal	Respond to of 1572120

mani, Re:k6-2+ I think the k6-2+ will simply be for the laptop market with gemini. The current k6-2 laptops run up to 500 so at 0.18 they should run 550-650 using gemini and cost $20-30 to make. I suspect AMD will go with spitfire on the desktops. Even with a small amount of l2 full speed cache they will thump the cumines. And the key is AMD will be able to scale these up to ghz if the low end market warrants. The overclockers are gonna love the spitfires just like they loved the original celeron A's. They will probably get branded as the Alereon or whatever that name was that AMD tmed a while ago. regards, kash

To: Mani1 who wrote (94601)	2/22/2000 11:53:00 PM
From: Charles R	Respond to of 1572120

Mani, <I guess the 0.18 K62+ should scale to at least 650 MHz toward the later part of the year. K6's from 500 to 650> This precisely is the problem with K6 core. Compare that to CuMine scaling and it should be immediately apparent that K6 is not fit for mainstream PC business and should be targetted to the lower MHz embedded/SOC business. I think AMD management made a mistake by pumping K6 family longer than needed. Fortunately, this turned out to be a low impact mistake in dollar terms - thanks to CuMine ramp issues at Intel. However, the cost, in terms of improperly used design resources was probably high. Chuck