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Politics : Formerly About Advanced Micro Devices

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To: Process Boy who wrote (87386)	1/15/2000 11:00:00 AM
From: Elmer	Read Replies (1) of 1576889

Re: "The parts are there, in forecast quantities. I can't say it any better than this poster did." Intel shipped a record 31 million processors in Q4 plus record numbers of chipsets. According to Paul Otellini, of those 31 million, "millions" were CuMines. Alber.. I mean Bill is never going to believe this no matter what you say. Remember the errata 56 thing where he couldn't believe that fixed actually meant fixed but insisted "fixed" meant it hadn't been fixed? The numbers speak for themselves. 31 million processors shipped while at the same time FAB25 isn't even running at full capacity. If FAB25 isn't running at full capacity who needs Dresden? And if AMD can ship 1 GHz processors any time they want to, as claimed, why do they need copper? If I remember correctly, AMD has to start paying for Dresden as soon as they start shipping revenue material from there. Could it be that there isn't enough demand for Athlons and AMD can't afford to start producing from Dresden because they can't pay for it? EP

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