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


To: Craig Freeman who wrote (49964)2/17/1999 8:13:00 PM
From: Tenchusatsu  Read Replies (2) | Respond to of 1573267
 
<Intel pays for an entire wafer every time it sells ~2 of its PIII processors.>

Huh? An entire wafer? I thought that Pentium III will have a die size much smaller than the 184 mm2 K7.

Tenchusatsu



To: Craig Freeman who wrote (49964)2/18/1999 2:20:00 AM
From: Craig Freeman  Read Replies (1) | Respond to of 1573267
 
Interesting statistic: My company doesn't sell hardware but -- during January alone -- more than 10% of our small business software clients upgraded their networks and switched from Novell Netware to Windows NT Server. A fellow software developer across the country told me today that his stats were more like 15%.

Windows NT is showing up on new workstations for the first time. When we offered a 32-bit software upgrade for the first time in mid-December, ~25% of the users who received our mailing bought it by year-end. It looks like small businesses are finally waking up to Y2K and opening their wallets.

Craig



To: Craig Freeman who wrote (49964)2/18/1999 5:38:00 AM
From: Paul Engel  Read Replies (1) | Respond to of 1573267
 
Craig - Re: "Intel pays for an entire wafer every time it sells ~2 of its PIII processors. "

Maybe 3 or 4 Pentium IIIs - it depends on the speed/price.

Paul



To: Craig Freeman who wrote (49964)2/18/1999 5:41:00 AM
From: Paul Engel  Respond to of 1573267
 
Craig - Re: "If AMD can make K7s at all, silicon will be only a small fraction of the ASP. At a meager 25% yield AMD will still get >40 CPUs per 8" wafer. "

AMD probably gets a lot more K6-2's per wafer - and they are LOSING MONEY.

With no announced customers and no industry groundswell of support, the K7's prospects look rather bleak.

Paul