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

To: Steve Porter who wrote (41065)	11/8/1998 1:08:00 PM
From: Elmer	Read Replies (1) \| Respond to of 1570706

Re: "If they can't make enough of them, it's probably not a technical problem, but most likely an overall demand problem.. they have a lot of K6-2 customers now.. they have to be careful how the balance the transition. This is something that even Intel has had problems with (product transitions)." OK, I can buy that as one possible explanation. There are others. EP

To: Steve Porter who wrote (41065)	11/8/1998 2:28:00 PM
From: Ali Chen	Respond to of 1570706

Steve, <how the balance the transition [to Sharpy]> Technical problems are always a factor. The question is how big. It is apparent that Sharptooth with 256k of cache must yield somewhat lower than the smaller cacheless K6-2. The real question is whether the potential markup for K6-3 will offset the yield decrease. Keep also in mind that the name of the game is still MHZs, and the current spot is 400MHz. I am much sure it has no sense for AMD to release a 300MHz-K6-3 even if the yield is 100%, because the sale price would not offset the lower die per wafer (just due to bigger die size). Therefore AMD need to push K6-3 to 400MHz area, which must be quite a technical challenge. The other factor is the FAB wafer allocation. In production-constrained environment and huge booking for regular K6-2, it might be tough to find a room for new product. We do not know all those numbers to judge. Just relax and be patient. Regards, - Ali