Replies to post #11202 on Advanced Micro Devices Inc (AMD)

[jhalada]

Klaus,

If you can, any comment on what is intended to adress this one?

Maintain mix of K7 and K8, with overall unit shipments steady, around 6 to 7M per quarter until 90nm, when full conversion to K8 will take place.

Joe

[Andy Grave]

If you can, any comment on what is intended to adress this one?

Using reasonable conservtive assumptions for yields, and known wafer capacity and chip size, I don't believe AMD can make (at .13um) much more than 500,000 Opterons per quarter and still have say 7.5 million total chips available to sell. Of course, they haven't sold 7.5 million per quarter lately so there can be some stockpiling going on. But still, they are constrained since they can not abandon the low end completely for high end demand that may or may not materialize. They will be in a much more flexable position at 90nm especially if they
reduce their SRAM cell size to a competitive value. I think they should be capable of at least 9 million chips with a proper mix of server/workstation, high end desktop, mainstream,
portable, and low end chips.

Andy Grave