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Re: dougSF30 post# 31649

Thursday, 04/15/2004 7:03:07 PM

Thursday, April 15, 2004 7:03:07 PM

Post# of 97771
Yes, the question becomes how do we get from here to there. There being defined as greater than 50% of processor volume being k8 in q4. They can't just turn on a switch in q4 and suddenly they're producing more AMD64 chips than k7's. To meet their goals they have to start producing lots of AMD64 chips in q2.

I'll leave the math up to the reader as to how many AMD64's that means. It kind of depends on what your assumptions are about fab30 capacity given the move to 90nm, yields and WSPW to name a few.

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