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

To: Elmer who wrote (55678)	4/15/1999 11:54:00 PM
From: Cirruslvr	Read Replies (1) \| Respond to of 1575955

Elmer - "No hardly. IF the K7 lives up to AMD's hype it will beat what AMD expects Intel to have available. How does AMD know what Intel will have available? Could they be wrong? Has AMD ever made claims that didn't quite turn out to be true? What will the yields be like? Can AMD produce them at a profit? How do you know?" What? Is Intel going to pull Willamette out of their magic hat? Celeron was one thing, Intel just didn't solder on the cache or stuck some on to make something to compete with the K6 and K6-2. Willamette is a completely new design that probably isn't even ready yet. (I say that because Intel has said it won't come out until end of '00 and final silicon more than 12 months before the processor's release doesn't sound logical, unless they push up the release date a quarter.) IF the K7's FPU lives up to its hype, Intel won't have ANYTHING to compete against it in FPU intensive applications, unless the application is KNI-enhanced. As far as we know, Coppermine is Dixon is PII w/onchip cache is enhanced PPro. Not counting the PPro (as far as I know), they ALL have the same FPU. Intel will have this same FPU until Willamette, not counting Merced obviously. Do you still think Intel can pull a Willamette out of a hat? "What will the yields be like? Can AMD produce them at a profit? How do you know?" No one has any idea about yields, but maybe we can calculate the profit... Can anyone calculate for us how many K7 can fit on a wafer? The K7 is 184mm2. (Someone calculated this earlier, but I don't remember who.) After knowing that, we can plug in different yields and ASPs to figure what AMD will have to do reach the $10,000 per wafer number, and what they will have to do to surpass that. "When has anything ever lived up to AMD's hype?" I don't know about performance-wise, but if you look at its position in the retail market, the K6-2 has SURPASSED AMD's hype. AMD had 45% of the retail market in March, even with the production problems.