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Politics : Formerly About Advanced Micro Devices

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To: Charles R who wrote (62181)6/18/1999 12:18:00 AM
From: kapkan4u  Read Replies (3) of 1571685
 
<Chuck - re: Also, Intel's cost structure would take a serious shock - just pick a number of Coppermines that would have shipped in Q4 and compute the dollars that Intel would be not gaining by shipping PIII catridges. All this does not even consider the speed grade issue.>

How about the costs of converting four FABS to 0.18u and have them wait for the process to be re-qualified? And in addition the conversion to 0.18u is taking capacity away from 0.25u which apparently they will need back now to continue to build PeeIIIs for three or more month. So now they have to convert some capacity back to 0.25u. This makes FDIV look like a walk in the park IMHO.

Kap.

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