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To: Tony Viola who wrote (77170)	3/24/1999 12:13:00 PM
From: Tenchusatsu	Respond to of 186894

<Not only that, but, for the bazillionth time, what server vendor will seriously consider the K7, what with AMD's poor yields (and thus reliability) and financial situation?> Well, to be fair, the die size of Merced is likely going to be huge and yields low at its introduction. But that's a slightly different story, and there are still a handful of good reasons why the K7 isn't ready for the server market yet. Tenchusatsu

To: Tony Viola who wrote (77170)	3/24/1999 12:49:00 PM
From: Paul Engel	Respond to of 186894

Tony - Re: "30%? That is ultra, ultra low, in my experience, for a company supposedly in the business to stay. " I calculated a 34% yield for IF_AMD's K6/K6-2 product line based on their Q498 earnings results/conference call and a simple assumption of their number of wafer starts/week. As die sizes get bigger (K6-2 is 81 sq. mm and K7 is more than twice that), the percentage yield will drop as will the number of good die sites - obviously. Re: "Do you mean that yield is for current product, like K6 stuff?" Yes - see above. Re: "How can AMD continue to survive, what with their bargain basement chip prices?" In case you have already forgotten, IF_AMD has pre-announced SIGNIFICANT LOSSES AHEAD !. And by the way - most of the miniscule profits that AMD has reported in the past 2 quarters is as a result of TAX BENEFITS . Paul