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

To: Charles R who wrote (56577)	4/27/1999 2:47:00 PM
From: Elmer	Respond to of 1572452

Re: "How about product mix: Does the Whitney move make it more advantageous for AMD to have higher than planned wafer starts on K6-3 and K7 until some chipset guy comes up with a Whitney equivalent? In essense, will the Whitney/Celeron pricing move have the effect of moving AMD to high end faster than anticipated? Do you see/hear anything that suggests this could be happening? What is your understanding of the demand side for K6-3? Is there enough demand to handle the faster ramp?" The problem for the K63 is not demand but AMD's ability to manufacture. The yields and binsplits appear to be quite a bit lower than for the K62 and the larger die exacerbate the problem. AMD can't make very many of them and the speeds are lower than the K62. As for the K7, it is not clear if AMD can make ANY at all in volume. Market forces aren't going to accelerate AMD moving to the high end any faster because that's where they've been trying to get to for years. It's their manufacturing capability that holds them back, not the market. EP