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: Joey Smith who wrote (50356)	2/21/1999 10:07:00 PM
From: kash johal	Read Replies (1) \| Respond to of 1580834

Joey, >Re: Translation: AMD has no yield or volume on this chip. K6-3 will >be priced against Celeron, not PIII, according to OEMs. Looks like >more low ASPs for Q2 after losses in Q1. Your powers of deduction are truly extraordinary. Perhaps you could also enlighten us on what AMD will be doing with the parts that fail to meet the 400/450 Mhz speed grades but are still functional??? Or do you think their yields are so good that all good parts will be at least 400's??? Regards, Kash

To: Joey Smith who wrote (50356)	2/21/1999 10:12:00 PM
From: Jim McMannis	Respond to of 1580834

RE:"re:The new chip, which will sell for $284 and $476 depending on its speed Translation: AMD has no yield or volume on this chip. K6-3 will be priced against Celeron, not PIII, according to OEMs. Looks like more low ASPs for Q2 after losses in Q1."... Was that JerrySanders lingo you translated? At any rate I don't believe you translation to be entirely accurate. The real truth is that AMD won't have good volume until Q2. K6-3-400 will ship first week of March and the 450 about 3 weeks later (oh sure a few may trickle out before then). OEMs will pay no where near 284 and 476 for these chips. Closer to half of that even though those that trickle through to the retail channel will initially sell for about $250 and $350. The K6-III will not have to compete with the Celeron. It will rest somewhere between the Pentium III and Celeron in price/MHz. The K6-2 will be set against the Celeron and it will soon have a MHz advantage over the Celeron at 450 and sooner than you think, 475. Step therodynamics is already testing K6-2-450s and 475s and overclocking them at 2.6 volts rather than the 2.8 they had been using. Jim