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Politics : Formerly About Advanced Micro Devices
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To: Elmer who wrote (85329)1/6/2000 12:15:00 AM
From: kash johal  Read Replies (2) of 1572675
 
Elmer,

Re: "Intel yields etc and capacity"

Well you say Intel has 12 fabs - lets assume 10.

AMD will ship more than 6M CPU's from MegaFLOP 25.

And we all know AMD yields SUCK.

So Intel with its better yields SHOULD SHIP 60M + CPU's for the quarter AT a minimum.

Perhaps you are right and its time to back up the truck on Intel in the morning.

I suspect Intel to be on sale tomorrow.

Good luck on the buys.

regards,

Kash
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