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To: Francis Chow who wrote (59409)7/7/1998 3:03:00 PM
From: Dave  Read Replies (1) | Respond to of 186894
 
Francis

that AMD is selling all the 0.18 K6s and K6-2

I will predict AMD's revenue on the .18 um K6s and K62s for the 2Q and 3Q....

Z E R O

dave



To: Francis Chow who wrote (59409)7/7/1998 4:34:00 PM
From: Paul Engel  Read Replies (1) | Respond to of 186894
 
Francis - Re: "I have a hunch :-) that AMD is selling all the 0.18 K6s and K6-2 they can make. "

You are 100% correct.

However, AMD happens to be making NO 0.18 micron Kanythings.

And that's also how many they are selling.

Paul



To: Francis Chow who wrote (59409)7/7/1998 10:15:00 PM
From: Jim McMannis  Respond to of 186894
 
Francis,
I see you've be bashed about AMD and .18...
To correct you. AMD makes no .18 K6s. The 266s and 300s are on .25 and the 233s and under are .35. They have stopped producing .35 wafers...and discontinued the 233. Yields on K6s are slightly better than on K6-2s right now.
Yes, they can sell all the .25u chips they can make. The trouble is the yield and therefore the die cost. This has greatly improved of late but is only "good" not excellent.
Jim


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