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 (86569)	1/11/2000 6:27:00 PM
From: Mani1	Read Replies (2) of 1572631

Bill Re << It is quite a problem if Intel indeed has low yields due to notch failures across the board.>> That is very interesting. Intel pulled of the "notch process" real fast, due to the pressure from AMD and its Athlon. What if (all please note that I am saying if and not stating this as fact) they (started to) converted too much fab capacity to notched 0.18 and that is not yielding as well as initially thought. PB tells us that this is not the case. There is supply problem, indications from OEM's is that demand is not great, GTW missed, Dell might also miss (Niles said they are behind in unit shipped), SEG just came in with weak rev. AMD is taking market share away form Intel. And analysts are all again in love with Intel. Hmmm I guess we'll know a lot more on Thursday. Mani

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