SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Advanced Micro Devices

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: kash johal who wrote (81294)11/29/1999 12:25:00 AM
From: Process Boy   of 1572916
 
kash - <Looks like Jan before they will have adequate Cumines in volume.>

What do you consider adequate?

If you noticed the leaked Marketing roadmap foils that were linked on JC's, you would have seen a grpahic representation of Intel .18 capacity over time. You may have noticed Q4 of this year was something less than 10%, while Q4 next year is essentially 100%.

This is a ramp analogy, not a spigot.

I do acknowledge the "what if's" vs. Intel's original Coppermine delay from Q2. Yeah, if that wouldn't have happened, you'd be swimming in the stuff. And the i820 delays may have affected the Coppermine SKU ramp. However, the recovery from at least the original Coppermine manufacturing delay has at least met target, according to Intel execs. I'm not disagreeing with them.

PB
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext