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Politics : Formerly About Advanced Micro Devices

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To: Bill Jackson who wrote (89862)	1/26/2000 9:31:00 PM
From: Dan3	Read Replies (1) of 1570553

Re: Why is it that the half that is at .18 ... I have no source of information other than what is posted on the web, but my guess is that for Q4 Intel's .18 was probably at around 10%. By the end of this quarter it may be approaching 40%. PB (obviously) can't do more than hint, but he spoke of "double digit" 750/800 binsplits. 20% of 10% is 2%. Going into the second half of this year, when Dresden is in production, 20% of 60% will be 12%. I think that's what has been happening to Intel. It should get steadily better for them, but AMD is about to flip the switch on a new FAB that, between feature size reduction and the use of copper, should move AMD up to a whole new level. Intel will keep making lots of money, but there doesn't appear to be anything they can do for a long time to stop AMD from making (per share) a whole lot more. Regards, Dan

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