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Politics : Formerly About Advanced Micro Devices

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To: tejek who wrote (86279)1/10/2000 1:31:00 PM
From: Pravin Kamdar  Read Replies (1) of 1573434
 
Ted,

Do not discount what PB is saying. Intel is like a huge oil tanker. It takes many miles to change it's direction. Intel can not switch all of their fabs to a new process at the same time. I would guess that they are migrating one, or maybe two, fabs at a time. Surfice it to say that Intel will get their fabs migrated, and they will flood the market with higher speed chips. It is just a matter of time. AMD has had the good fortune that Intel has been sluggish in their transition. This will not last forever, and AMD will have to keep executing to stay ahead (as I expect them to).

Pravin.
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