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


To: Kevin K. Spurway who wrote (59033)5/20/1999 6:00:00 PM
From: Process Boy  Respond to of 1583406
 
Kevin - < By the time it happens, AMD will be there too. Intel will ramp .18u for mobile first, then Xeon/CuMine, and finally Celeron. By then It's late November/December, Fab 25 is cranking out .18u and Dresden is getting ready to open the floodgates.>

Ostensibally, it does appear to be a horse race to .18 on Value Segment product.

<Of course, those 600 MHz Celerons will be selling for $50 a pop.>

When?

PB



To: Kevin K. Spurway who wrote (59033)5/20/1999 11:30:00 PM
From: Paul Engel  Respond to of 1583406
 
Kevin - Re: and Dresden is getting ready to open the floodgates."

That is AMD's problem - as the flood gates are currently keeping the "water" OUT of Fab 30.

WHen they OPEN, and the cash starts burning even faster, AMD may well drown in all that debt.

Paul



To: Kevin K. Spurway who wrote (59033)5/20/1999 11:32:00 PM
From: Paul Engel  Respond to of 1583406
 
Kevin - Re: "Of course, those 600 MHz Celerons will be selling for $50 a pop."

Let's see...

That would peg the 600 MHz Kflop 7 at about $37.50 a pop - following AMD's traditional "pricing structure".

Paul