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

To: Cirruslvr who wrote (58202)	5/15/1999 12:45:00 AM
From: Cirruslvr	Read Replies (2) \| Respond to of 1570830

More K7 info I got this from Aces (http://www.aceshardware.com/) "According to this Digitimes Taiwan Daily report (http://www.digitimes.com.tw/content.asp?datePublish=1999/05/15&pages=02&seq=01), K7 samples have already been sent out to major motherboard makers for evaluation. AMD is quoted as saying that the first batch of K7s will definitely be distributed in June (world wide), but mass shipment will have to wait until Q4 99. Those motherboard makers are reportedly quite impressed with the performance of K7, and are currently working on their 200 Mhz FSB K7 motherboards. These motherboards are expected to be mass produced in Q3 99. Also, because these K7 motherboards "run hotter", they will be using 6-layer PCB design, as oppose to the 4-layer used by most motherboards out there. Another report from Digitimes (http://www.digitimes.com.tw/content.asp?datePublish=1999/05/15&pages=02&seq=06) mentions that all the K7 motherboards produced in 1999 will feature AMD's very own Irongate chipsets. Corresponding K7 chipsets from VIA and ALI won't be ready until 2000. It is also reported that K7 will start at 500 Mhz in June, and costs about 400-500 dollars each." The chipset thing is a surprise. Is the reason the motherboards get hot because of the faster "bus" speed?

To: Cirruslvr who wrote (58202)	5/15/1999 1:33:00 AM
From: RDM	Read Replies (1) \| Respond to of 1570830

My guess is $5,000 per wafer and the right serve there system division parts first.

To: Cirruslvr who wrote (58202)	5/15/1999 2:57:00 PM
From: kash johal	Respond to of 1570830

Cirruslvr, Re:"If something like this was to happen, how much would you guess IBM would want?" I don't know but whatever it is will be worth the price as long as they can get enough Mhz and yields. I suspect IBM's latest copper process should yield 800-1Ghz parts this year. They should be able to get in the $1/Mhz range for those. The impact on AMD's bottom line if they ship 500K/qtr of these speeds can not be minimized. PS the best deal would be for Jerry to give them equity in AMD. Win win deal all round. Regards, Kash.