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

To: Scumbria who wrote (54248)	4/5/1999 2:34:00 PM
From: kash johal	Read Replies (1) \| Respond to of 1574098

Scumbria, Re: "My point about FPU performance is that K7 will crush the pricing of the rest of the desktop CPU market." It most certainly will if they can ship enough. However even 500K/qtr or even a 1M/qtr will do diddly squat to Intc's pricing IMHO unless Intel panics. Intel is not going to dump it's high end prices and AMD will be lucky to ship even 500K/qtr IMHO. If they can ship even close to that the impact on the bottom line however should be substantial. Until Fab 30 comes up at 0.18 micron there just isn't enough capacity at AMD to make much difference. Even if they ship 0.18 micron and Fab 25 has 2K wafers/mo at 0.18 micron (10% of fab 25 capacity) this still only works out to 400K units if they yield 50 DPW. To do this kind of volume in Q3 the 0.18 process would need to be ready TODAY and wafers would need to be started well before end of April to ship volumes starting on July 1. So yes the design looks great, but the wafer capacity is simply not in place to support it. Unless the junk the Cu process and go Al at Fab 30. Regards, Kash

To: Scumbria who wrote (54248)	4/5/1999 2:41:00 PM
From: Jim McMannis	Respond to of 1574098

Scumb, RE:"My point about FPU performance is that K7 will crush the pricing of the rest of the desktop CPU market."... True, Intel will have no more smoke and mirrors to hide behind. They certainly won't be able to hide behind KNI. All this assuming the K7 can be reasonably priced. Jim