※ 引述《soper.bbs@bbs.cs.nthu.edu.tw (soper)》之銘言：
: ※ 引述《Madsex.bbs@bbs.ntu.edu.tw (madsex)》之銘言：
: > IBM and Motorola has yeild over 50% and this is industrial
: > leading. I doubt if AMD has yeild over 50%.
: 銅製程的量率如何我們不知道，不過K7的.25鋁製程
: 在生產初期已可超過50%，出乎AMD與大家的預料，
: 比K6時要高很多。
摘錄自外國網站
CC Note
This note in in hornor of Mani, welcome back.
*************************************************
Fran Barton, J Sanders, Atiq Raza, Rob Herb, Ben Anixter:
Barton:
Cash at end of Q2: 650 millions
R&D spending: flat in Q3 and 4
AMGA: 5 to 7 millions increase per Qter due to Athlon launch
Restructure charge: Be reduced from Q2 level, no firm estimate yet.
Share increase: a million share increase per Qtr.
Ben Anixter:
Commmuncation : 10% increase over Q1 in Q2
Memory group : 30% increase
Jerry Sanders:
wont fight price war we can not win
No unit and sale growth in K6x
K7 key for growth
Profitability depends on K7 alone
100s of K in Q3
K7 system next month
highly confident to make more than 1 million K7 in Q4 (note, No agregation)
continue postive relationship with Atiq (read a nice statement to Atiq, same as
the release)
Q&A:
Need more than 5 million MPU to return to profitibility
Realistic to assume early 2000 to achieve overall profitibility
K7 8% below comparalbe Intel PIII
0.18 K7 in Q4
Coper K6 from Fab 30 (Jerry returned from Dresdon yesterday)
Copper K7 appear in first part of 2000.
Copper will do 1 ghz K7 2H, 2000
700 Mhz is on 0.25
Expect K6x to maintain market share in Q3, growth maybe in Q4.
K6x. will not be Gone in Q4 or Q1 2000.
K6x ASP in middle 50s
ATiq:
AMD has Strongest team in CPU development
believe strongly that K7 has tremendous potential for success
strong team at AMD to continue K7 efforts.
emphasize on leaving on "personal reason"
association with AMD will likely continue
Jerry Sanders
Will review candidates
do all he can to keep all team members in place
keep options open in terms of Atiq replacement (internal and external
candidates)
Atiq:
Heared Paul Otellili yesterday that Willemet to be out 2001 as Intel's competitive response to K7
Barton:
Dresdon will start depreciation no later than first Q of 2000
Rob Herb
expect Window NT to ship with K7 before end of year
Sanders
Ramp of K7 will depend on the expectation of how many market want K7
Chipset is not a limitation for K7
K6x price is on top of Celeron
K7 has successfully run over 25 OS
several top tier guys with K7 this qter, first will be in August
In Q2, less than 10% of 3.7 million sold were K6III
shipped more than 4 millions of K6x in Q2, some were not sell through
Customers' preference to Mhz limited K6III sales
a version of K7 to hit 699 and 899 price point towards the middle of 2000
K6-2 and III to take care 200 and 400 price points systems.
--
耶誕快樂~
--
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> -------------------------------------------------------------------------- <
發信人: Xmas.bbs@zoo.ee.ntu.edu.tw (純真年代*^^*), 看板: hardware
標 題: Re: 一些AMD未來的走向^^
發信站: 不良牛牧場 (Fri Jul 16 14:19:05 1999)
轉信站: Ptt!news.ntu!bbs.ee.ntu!SimFarm
AMD Conference Call Notes KH Yeap Thursday, July 15, 1999 (11:20 AM EST)
AMD had another one of those Conference Calls last night after reporting
the Q2 lost and the departure of its President, Atiq Raza. Below are the
interesting stuff that was mentioned in the Conference Call -- I grab
this directly from JC's:
- Communication group went up in revenue by 10%, and Memory by 30%
(for a long while, these have been down or flat)
- As expected, hundreds of thousands of high-ASP K7 parts in Q3
- Instead of 1 million aggregate high-ASP K7 parts, now 1 million in Q4
alone (note: with only one recent exception, AMD has a general tendency
to underestimate with shipment projections)
- K6-x expected to retain current market share in Q3, perhaps grow in Q4
- K6-x will live through to at least Q1 2000
- Atiq will likely continue association with AMD in the future, thinks that
K7 has tremendous potential for success, is leaving for wholly
personal reasons
- Atiq asserted that Intel's only response to K7 is Willamette in 2001
- Dresdon will start depreciation no later than first Q of 2000
- K7 has successfully run over 25 OS
- A version of K7 to hit 699 and 899 price point towards the middle of 2000
- K7 is currently yielding very well, there should be no problem meeting
demand. 1 million in the 4th quarter is not a "ceiling". "Tremendous"
amount of K7's in 2000
- Copper process and Dresden fab in general are doing very well also.
Achieved yields on copper SRAMS are as high as ever observed on aluminum
parts!!!! Good copper processed K6's already yielded.
- There will be copper K6 from FAB30 Copper will do 1 ghz K7 2H, 2000
- "Several major OEM's" will offer K7's, no problem getting design win for
the K7 so far.
--
耶誕快樂~
--
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