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

To: Pravin Kamdar who wrote (26387)	12/3/1997 6:38:00 PM
From: Petz	Read Replies (1) \| Respond to of 1572954

Pravin, previously there were rumors that CPQ would get these CPU's cheap. Its possible that this is because they would only meet 233 MHz at 3.3v. I doubt the 3.3v K6 is a general availability part, but was only sold to some OEM's who had a design that could handle the additional 2w of power dissipation and used a motherboard providing 3.3 volts. I have email'ed AMD investor relations asking about the 3.3v part, specifically whether it is still being produced and if is sold only to OEM's with a prohibition on reselling. Petz

To: Pravin Kamdar who wrote (26387)	12/3/1997 6:41:00 PM
From: Pravin Kamdar	Read Replies (1) \| Respond to of 1572954

Motorola announced today that it is going ahead with its VA chip plant. This plant was put on hold two years ago due to slow PowerPC sales. Now they are going forward with it and doubling its size (a 3 billion dollar plant). Since there hasn't been a pick up in the PowerPC market, I wonder what MOT is planning on making in such a huge facility. Maybe they plan on buying AMD and cranking out 0.18 and 0.13u copper K6 chips. ;) Pravin.

To: Pravin Kamdar who wrote (26387)	12/3/1997 8:59:00 PM
From: Buckwheat	Read Replies (1) \| Respond to of 1572954

Pravin,, Really would like to hear more about this $$$$-less 266 CPU that Intel proposes to release 3rd quarter. I ask the question in an earlier post, if not some of Jerry had not rubbed off on Intel because of a decision to add another process (cost) to 233 Mhz MMXs that would limit them to either 166 or 200 Mhz processors; but this is icing on the cake. Let's review: Intel says... a new proprietary Slot 1 motherboard is in and socket 7 is out (double the cost of the motherboard piece); L2 cache built onto the slot card is in and motherboard attached L2 is out (no competition and cost savings here). Now we appear to be worried about the cost of L2 cache to the point of considering eliminating it. Maybe they're considering using a new type memory that is so great that L2 will be gone forever. Wasn't EDO memory supposed to do the same thing about 18 months ago? Hope no one on this thread bought one of those EDO wonders. Don't most notebook computers have L2 cache now also? I really would like to hear more about this. Is it not possible that someone completely misread the market for mainstream computers? Sounds to me like someone is trying to push a watered down version of the latest and greatest on a market that "didn't exist" 7 or 8 months ago. I can't wait to see some benchmarks on these $$$$-less wonders. Sounds to me like there might be some more wet legs around and someone other than Jerry zipping their pants up and pointing to the clouds Buckwheat

To: Pravin Kamdar who wrote (26387)	12/3/1997 9:58:00 PM
From: Brian Hutcheson	Respond to of 1572954

Pravin , re. any ideas on the ASP The .25 yield is improving according to what I am hearing . On .25 the 233mhz should be the low end and of course the high end will be a moving target . That should keep the blended ASP at a reasonable level . Now if only they can ramp the volume up to 5M or so a quarter , that will produce sales of $750M for K6 at just $150 ASP, which when added to their revenues for the rest of their business would take revenues over $1B in a quarter, Brian PS Also don't forget the K6-3D should be out early in "98 which will also raise blended ASPs