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

To: Petz who wrote (109031)	5/2/2000 5:10:00 AM
From: Joe NYC	Respond to of 1578423

Petz, One thing I just thought of was that AMD can actually benefit from the introduction of Solano-II (815) chipset. If this chipset becomes popular, I think the only one to lose is Via. This may "persuade" Via to get dead serious about supporting Athlon. If the chipset is what is limiting Q2, it means what is hurting AMD is Via running more wafers for Intel platform than for AMD platform. Given Intel's roadmap, which includes Timna, for which Via doesn't have a chipset, Willy (again no Via chipset) and coppermine (only place where Via competes), and the link that stated that Intel is planning to sell 80% of the motherboards, it is clear that Intel want's to kill Via. Anyway, since Jerry in in the gambling mood, and he is running only Tbird and Duron wafers, I think Jerry should raise the bid, and stop running any K6-2 wafers, only K6-2/3+, Tbird and Duron wafers. There is no reason to waste silicon on < $50 chips in environment where you still have a shortage, and Intel is still selling Piii-550 for > $200. Joe

To: Petz who wrote (109031)	5/2/2000 10:06:00 AM
From: Charles R	Read Replies (1) \| Respond to of 1578423

Petz, <Jozef, re:<We don't know if Jerry includes Durons in the Athlon number, or if he counts Durons in the non Athlon category> He's counting them in the Athlon category, but obviously their ASP will be $100 or less. We know this because the reason given for a doubling of Athlon output from Q2 to Q3 is that both Duron and TBird will be ramping.> Jozef made an excellent observation. I have counted Durons separately but after seeing both your posts and thinking about what was said in the annual meeting I agree with your assessment. That should make an ASP of $100 for Q2 quite unlikely (probably 95+/-5 for Q2). 100 should be very doable in Q3. Chuck