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Politics : Formerly About Advanced Micro Devices

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To: Dan3 who wrote (89403)1/25/2000 2:23:00 PM
From: Petz  Read Replies (1) of 1571218
 
Dan3, re:<Intel began ramping the conversion of its CPU FABs from .25 to .18 late last year, and expects the conversion to be complete by the end of this year. It's supposed to be a steady rate of conversion, so let's call it 20% per quarter for 5 quarters (at 5 FABs). AMD has two FABs, and both are now fully converted to (or started at) .18 or better.>

Actually, I think PB has been sandbagging us a little here. I believe Intel can and will have all wafer starts on 0.18 by July. Hey, I'll take being 6 months ahead!

Petz
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