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Politics : Formerly About Advanced Micro Devices

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To: Process Boy who wrote (86329)	1/10/2000 1:36:00 PM
From: Petz	Read Replies (2) of 1573243

PB, please explain "At the moment there are .25 fabs, and .18 fabs" Previously you estimated that only 10% of wafer completions in the 4th quarter were 0.18 CuMine process, and that these completions started in the last 6 weeks of the quarter. From this you estimated that Intel should have shipped 2.5-3M CuMines in the quarter. But if even one fab, let alone four, were 100% on 0.18 process, it would be more than 10% of wafers. Or are you saying that two or more of the fabs that were producing CuMine at the 10% rate have now switched to 100% 0.18 process? Petz

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