Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Jim McMannis who wrote (93096)	2/14/2000 8:21:00 PM
From: Elmer	Read Replies (6) of 1571192

Fellow AMD investors: As discussed on the Intel thread, there is a poster in Intel's Fab12 cafeteria that announces that Fab12 produced 1 million CuMine processors last week alone. That's a run rate of 52 Million/year from a single fab. Intel currently has 4 fabs running CuMine. Do the math. Perhaps it's time to give up that hopeless fantasy that Intel will continue screwing up forever. Athlon will not be selling against a capacity constrained competitor much longer. If Intel shows a 1GHz CuMine processor this week built on their production process you might start thinking about your long term strategy with AMD. I will be holding on because I think this will take time to play out. As PB said, Intel can still play the price card. They can respond to AMD's price war by matching AMD's prices. ASPs could take a nosedive. More to come soon I'm sure. EP

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