JC heeft de belangrijkste punten, die uit de de AMD Conference Call naar voren zijn gekomen, op een rijtje gezet. Het ziet er allemaal erg positief uit:
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
- Dresden 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.
