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Politics : Formerly About Advanced Micro Devices

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To: Process Boy who wrote (97455)3/8/2000 2:44:00 PM
From: tejek  Read Replies (1) of 1571399
 
I give AMD credit for the Athlon design's scalability, and ramping their .18 process in a stable fashion without significant manufacturing issues. AMD has executed very well to date. Intel will have to tough it out until Willamette, keeping the gap as narrow as possible, and maybe (a suggestion here) concentrate on improving supply at a spot a speed grade or two below, i.e., huge quantities. I believe Intel could do this as capacity increases over time.

PB,

You show more candor in this post including the comments above than in any other I have seen you post since I have been with SI. Its very, very appreciated.

ted
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