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Politics : Formerly About Advanced Micro Devices

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To: Tenchusatsu who wrote (89460)	1/25/2000 3:19:00 PM
From: Dan3	Read Replies (1) of 1583879

Re: AMD made about one million Athlons in Q4... Hi Tenchusatsu, We're talking about 2 different things. You're talking about how many Athlons AMD made last quarter, and I'm talking about how many .18 wafer starts they are equipped for. At this point, as nearly as I can guess, AMD is sitting on 2 FABs that are 100% .18 or better. Intel is sitting on 5 FABs that are 25% .18 or better. AMD's 2nd FAB isn't fully equipped, but every indication from AMD's lawsuit shy management is that it is ready to go. With almost none of the high end market share (yet!) AMD holds a little more than half of the industry's high end production capacity. And they developed this capability while fighting off bankruptcy! Jerry Sanders is entitled to some credit for this, don't you think? How many Athlons AMD found it reasonable to manufacture last quarter is another issue. It will definitely take time for AMD to gain even 15% of the high end market, and because of this, Intel has nothing to fear (assuming they stop screwing around in the dot com markets and get back to supporting their key operations) Meanwhile, AMD, will be making buckets of money. Dan

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