Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Scumbria who wrote (93227)	2/15/2000 11:40:00 AM
From: Charles R	Read Replies (1) of 1571040

Scumbria, <Perhaps we might want to consider yields at speed? If one fab produces no 900 MHz parts, how many 900 MHz parts will 5 fabs produce? > Saracasm or not, I give Intel a lot of credit for the tacticl moves it made of late. Something is better than nothing, right! <Maybe the reason that Intel is manufacturing so many parts is because their speed distribution stinks?> I personally think this is a side benefit of the segmentation scam (er, I mean scheme). I think this is how it works: Cut down Celeron production, move production to CuMine - Increases short-term ASPs - Increases CuMine units and the units at high MHz - Sell the lower MHz parts in to supply-constrained environment. Once the supply/demand comes in to balance, take the lower MHz bin-splits parts kill half the cache and sell'em as Celerons. (also recovers some parts failing from cache-related yield losses) Viola! Reduces costs, increases high-end units. Keeps them in the game at higher end a little longer. Makes lower-end more competitive against AMD and turns up the heat a notch. Within the limitation of the CuMine core, this is SMART strategy - don't you think? Chuck

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