Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Charles R who wrote (71957)	9/15/1999 12:39:00 PM
From: kash johal	Read Replies (2) of 1574000

Charles, Re:"pur fab guys" IMHO if these guys catch up this is nothing but good news for AMD. AMD can offload some manufacturing outside smoothing out its capacity issues. At that point it becomes a design play, and i just don't think folks like VIA/rise etc have the werewithall to compete at the high end from a design standpoint. This would be a major help to AMD in eliminating one of Intels key competitive advantages - its manufacturing. Having said all that Intel/AMD are already shipping product close to what UMC/TSMC would call 0.15 micron. At least the front end is. So it maybe a while 2001-2002 before we have close to parity. regards, Kash

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