Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: tejek who wrote (103596)	4/11/2000 1:58:00 AM
From: Mani1	Read Replies (1) of 1570471

Ted re <<Why? It has mega fab space to allow production to continue on the PIII/Cu and still ramp up Willy quickly.>> No, Intel has no extra immediate capacity, that's why we have had shortages. There will be more capacity coming online but not nearly fast enough to ramp the Willamette quickly enough to collapse Athlon pricing. Willamette ramp WILL be slow. No way AMD will give us a warning on 9/00 or 3/01 because Athlon prices are collapsing due to Willamette. Mani

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