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

To: Kevin K. Spurway who wrote (52060)	3/9/1999 12:41:00 PM
From: Paul Engel	Read Replies (2) \| Respond to of 1571477

Kevin - Re: " Remember--the K7 die is smaller than the K6-III, " For AMD's quarter micron process - K7 = 184 sq. mm. K63 = 118 sq. mm. Paul

To: Kevin K. Spurway who wrote (52060)	3/9/1999 4:49:00 PM
From: Tenchusatsu	Respond to of 1571477

<AMD is adding capacity--they just aren't adding it fast enough to compensate for 1) larger K6-III die and 2) lower yields resulting from larger die size.> That's not the responses I got the last time I asked this question. I don't feel like digging up old posts (that's Paul's job), but the impression I got from people was that AMD should be able to exceed 5.5 million units this quarter, even taking into account the larger die-sized K6-III. Seems like AMD has more than just a "mask problem" on their hands. Tenchusatsu