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Politics : Formerly About Advanced Micro Devices

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To: hmaly who wrote (104248)4/13/2000 3:45:00 AM
From: Elmer  Read Replies (2) of 1571200
 
Re: "However it is you who has not answered my reply by not responding to the question "Name me one processor chip that Intel had in production for all of 4q-99 that increased in sales 50 -90% for 1q-00." Why are you setting the standard so high when even the mighty Intel can meet it on any chip?"

If you'd give it some thought I don't think you would need to ask this question. Intel was and I believe still is capacity constrained. They are spending $6 Billion this year alone to expand capacity. It is not physically possible for Intel to increase sales by 50-90% under those constraints. AMD on the other hand has an unused fab and an industry demand that Intel cannot fully satisfy. It would seem that the only limit to the increase in Athlon shipments is AMD itself and now I see that they only shipped 1.2 million units in Q1. Yes this is a nice increase but what you don't want to hear is that it should have been much more IF AMD's yields are as high as claimed here and demand is so high. Under the circumstances, the rather anemic 1.2 million units shipped and the still idle Fab30, seems to fly in the face of one or both of those two claims. Still in perspective, AMD did well despite what appears to be overblown claims made here by the zealots. Will people here still claim Intel can't manufacture CuMines if the Q1 total is 10-15x Athlons? Another point I have been called a liar on.

Re: "By the way you still haven't posted a link relating to why you believe Crazyman's athlons are demo chips"

Crazyman said the issue of demo silicon was irrelivant. I showed him where he was wrong.

EP
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