Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Bill Jackson who wrote (77753)	10/29/1999 3:03:00 PM
From: Paul Engel	Read Replies (2) of 1573092

BillyJack - Re: "Now Intel has to cut prices all scross it's lnies to stave of AMD. This will have an enormous impact on the earnings " Impact on earnings ? Sure ! Which company just LOST $106,000,000 in Q3 ? And which company just reported PROFITS of $1,900,000,000 ? Re: " Intel does indeed have enourmous costs and many fabs that will prove a burden as they scale to .13 and make 4-5 times as many chips and they fabs get severely underutilsed..." You really are OUT OF TOUCH ! Tom Kurlak made this very same prediction whenIntel - and AMD - converted from 0.35 to 0.25 micron processes - when he predicted a DOUBLING in the number of CPUs that would result. And you are illustrating the SAME LACK OF COMPREHENSION of the microprocessor industry !! Clue - Microprocessors are getting MORE COMPLEX with MORE transistors !!!!!! Those transistors utilize most of the increased capacity !!! AMD's AthWIPE has 21 million transistors - vs the K6-2's 9 million !! And the ATHWIPE doesn't YET have on-chip L2 cache which should add another 24 MILLION transistors!!! Intel's Coppermine has 28 million transistors - and future processors will have A LOT MORE !!! Any company WITHOUT 4 fabs with 0.13 micron capacity in 3 or 4 years is going to be in a world of hurt - and YOU can bet Intel won't be one of them ! Paul

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