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Politics : Formerly About Advanced Micro Devices
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To: Process Boy who wrote (84956)1/4/2000 12:51:00 PM
From: kash johal  Read Replies (1) of 1577347
 
PB,

Re: "Coppermine volumes"

Yes, if we assume 10% of wafer capacity were 0.18 in Q4.

Intel will ship approx 30M chips.

10% is 3M units. However as die size is 35% smaller and better yields that translates perhaps to 1.5x or 4.5M units.

If they only shipped for 1/2 the quarter(ie rest is still in WIP) that translates to 2.25 M units.

So 2-3M units is where they should be assuming the late start.

regards,

Kash
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