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

To: RDM who wrote (57807)	5/10/1999 11:11:00 PM
From: kash johal	Read Replies (3) \| Respond to of 1574290

RDM, Re: K-3 The whole K-3 issue is confusing to me. The best case I have come up with is they wanted to make sure that the K6-2 supply situation was resolved. In this case they make doubly sure that they won't screw OEMS before turning the crank to the K-3's. In this "best case" scenario they ramped the k6 to the 2M/mo rate (that's what they shipped in March) before cranking the K6-III's. In this case they wiould have started ramping the K6-III wafer starts say in early April. These wafers if started en masse would come out in May with packaged tested units shipping in June. In this scenario we could look for significant K6-III volumes in June. In the "worst case" scenario they are having speed and yield problems. This is most troubling for K-7 yields which will be really small if this is the case-almost to the point of the k7 being unmanufactureable at 0.25 micron. I can come up with no reasonable yield numbers to suggest that they cannot get $10K/wafer even with ASPs of $120 unless yields are terrible. And everything points to great user acceptance of the KIII from a performance standpoint. Welcome your thoughts. Regards, Kash.