Formerly About Advanced Micro Devices Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Advanced Micro Devices

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Tenchusatsu who wrote (89460)	1/25/2000 7:49:00 PM
From: milo_morai	Read Replies (1) of 1571200

Tench writes:Let's put it this way. AMD made about one million Athlons in Q4 (though not all were sold in the same time frame), and only a small fraction of them were 0.18u. Intel on the other hand made "millions" of Coppermines (2M? 3M? More?). Now, according to grade school math, "millions" is much greater than "a small fraction of one million." And yet you think AMD has more 0.18u fab capacity than Intel? How is 0.8Million a small fraction of 1M? 0.9Million sold and 1 Million Fabbed? I'm not sure I understand your point? INTC wasn't willing to disclose how many CuMines shipped 2 Million????? 4 Fabs at 25% .18 are roughly equal to 1 AMD fab at 100% .18 you think?Remember AMD completed .18 transition beginning Nov. '99 only 2/3 of the quarter are .18. Intel started .18 when June/July? Sure can find allot of Athlon's from 750Mhz to 800Mhz, but it is very hard to find Piii's at the same clock rate.. Something smells funny. Is it Smoke in INTC kitchen? Milo

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next