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Politics : Ask Michael Burke

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To: sammaster who wrote (74608)	1/27/2000 7:42:00 AM
From: Earlie	Read Replies (1) of 132070

Sam: Dead on comment. The problem is not demand, it is supply. In an earlier post (to FF if I recall correctly), I mentioned that Intel engineers have commented that the current shrink really pushes the envelope and that yields cannot be expected to remain robust without new technology. The real problem is that AMD's Athlon is basically faster than anything Intel can produce. Sure, the best dies can be pushed out the door rated at higher clock speeds, but the yield at this level is puny. As you point out, Intel's pricing policy says it all. Best, Earlie

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