Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Jim McMannis who wrote (42972)	12/8/1998 2:40:00 AM
From: Paul Engel	Read Replies (1) \| Respond to of 1573365

McMannis - Re: ".but is there any reason to believe that yields on the K7 will be a lot less than on the K6-2 where they are "reportedly" well over 50%? " I'll answer this question in a rhetorical fashion. The K6-2 is 81 sq. mm and the Sharpy is 117 sq. mm. AMD is having troubles with the Sharpy - it's late and is targeted at "notebooks" since it appears AMD can't make it cheap enough for Desktop applications. Now, the K7 is HUGE compared to Sharpy - 184 vs 117 - and Sharpy is already TOO big for AMD to make in sufficient yields/volumes. This is GOOD ENOUGH reason to suspect that the K7 is going to be a low yield device in 0.25 micron technology. Paul-

To: Jim McMannis who wrote (42972)	12/8/1998 11:00:00 AM
From: kash johal	Read Replies (1) \| Respond to of 1573365

Jimmy, Re k7 costs I happen to agree with Paul that K7 costs will initially be in the $120-150 range. As yields improve they should be able to build it for $50-60 range in 0.18 micron once volume ramps up and die size is reduced. So for AMD's stock to rocket the key question is will they be able to sell 600Mhz K7's in the $300 range in 1999. I certainly expect them to be able to sell 2-4M pcs next year in the $250-350 range. Regards, Kash. Regards, Kash.