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

To: kash johal who wrote (57808)	5/10/1999 11:41:00 PM
From: Charles R	Respond to of 1574502

Kash, Given the lackluster speed grades and problems with differentiation from K6-2, K6-3 slow ramp does not seem that significant. More interestingly, from what I gather, K6-3 production has been cut in favor of stockpiling K7s. It appears that, barring operations disaster, 100+ ku K7s will be shipped this quarter and less than 1Mu K6-3s and about 4 Mu K6-2s. Chuck

To: kash johal who wrote (57808)	5/11/1999 1:22:00 AM
From: RDM	Read Replies (1) \| Respond to of 1574502

Kash I understand better your point. At $160 per k6-3 it only takes 60 per wafer vs 120 per wafer at $80 for the K6-2. Since the die is not twice as big for the K6-3 the yield may lower in a major way boding an even more severe problem for the K7. I guess I see that the number of wafer starts AMD can use are limited. They must full the K6-2 commitment first. There is proven acceptance for volume. To commit all to the K6-3 without K6-2 being fullfilled could catastrophic. We are now seeing wafers started in late February before it was absolutely known what the fix situation was. How many wafer per month do you think they are doing? 20,000? more? How many wafers/month dare they commit to K6-3? 5000? beginning March? when How many for the K7? 500? I guess what I am saying is that in Jan and Feb they were in crisis fixup mode and they maybe did not crank in the new part to any serious degree until they knew when the k6-2 was. Basically, a defensive act.