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Technology Stocks : Intel Corporation (INTC)
INTC 38.16+2.5%Nov 7 9:30 AM EST
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To: Doug M. who wrote (83847)6/18/1999 4:27:00 PM
From: kash johal  Read Replies (1) of 186894
 
Doug,

Re:" I've been thinking a lot about the Coppermine delay today. If Intel (the manufacturing juggernaut) is having problems with their Coppermine CPU then AMD (the manufacturing wimp) may be in real trouble with their K7...especially when they try to produce it on .18 micron with copper down the road. What do you think?

Would you venture to take a guess when AMD may really be ready with the K7 and the necessary infrastructure?

Also, I'd like to try and clarify that Intel is getting satisfactory yields with the 500mhz Coppermine. I believe this would actually be pretty good news, all things considered."

The conventional wisdom is that the problems have nothing to do with the process and manufacturing guys. The problems seem to be design related.

AMD has an excellent design group and the K7 is an awesome design-period. It hits 600Mhz with AMD's second class 0.25 micron process.

NOBODY- not even the most die hard AMD fans beilieves that AMD will execute flawlessly on the K7 manufacturing ramp into Dresden with 0.18 micron and copper.

A flawless execution would provide high volumes out of dresden in Q4 99 - if they hit their schedules.

Depending upon how negative you are on AMD's manufacturing ability you can assume a 1-3 quarter delay in ramping up Dresden.

You should be glad that AMD is so poor at executing a production ramp or your stock will ne 1/2 what it now by year end.

Regards,

Kash
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