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

To: Goutam who wrote (108173)	4/28/2000 12:11:00 AM
From: Joe NYC	Read Replies (1) \| Respond to of 1575443

Goutama, Another thing that Jerry revealed during the meeting was that K6 line combined ASP was $53 during the last quarter. What does it make Athlon ASP? Joe

To: Goutam who wrote (108173)	4/28/2000 9:15:00 AM
From: Bill Jackson	Respond to of 1575443

Goutama, That massive capacity will get used on all kinds of other stuff as line size falls to .13 and Intel is able to use it as merchant foundry, so the oft quoted liability may not be a liability. A lot depends on the state of the semi industry. If it drops there will be lots of excess fab space and then Intel will have a problemo. It lloks like the flash boom and the associated semi demand will be able to keep the Intel fabs fully running for 3-5 years as they go down in size to .13 and beyond since they will leave other fabs behind, forced to equp to get below .18...costs extra. That IMO is Intel's escape hatch from any serious commoditization in CPUs caused by smaller features as well as AMD and Via in the market with the market size slowing in it's rate of growth and the biggest sales being in the lower to middle segment as people become happy with 500-700 Mhz area. Not to defend Intel, but they have irons and irons in fires here and there. I am sure they have mapped out scenarios 5 years in advance, same as AMD. Bill