Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Paul Engel who wrote (116268)	6/18/2000 7:24:00 PM
From: Dan3	Read Replies (1) of 1576811

Re: AMD used to hold 30% of the CPU market - in the early 1990s. Is regaining what they had lost all that big a deal? What makes you think AMD is going to stop at 30%? Jerry will hand 30+% to Ruiz, do you think that the guy who turned around Motorola's semi manufacturing program will just sit there? In the spring AMD will start building a new FAB for 12" wafers that will use their proven copper/SOI technology - they will only have to make the move to 12" - and they'll have the advantage of the experience of Motorola's partner Infineon when they do that. At the same time Intel will be trying to move to copper, SOI, and 12" simultaneously. I know, I know, Intel tested it as a bench scale process in the lab, and it worked OK. That approach sure has been a successful one for the last year, hasn't it? If Willamette offers screaming performance, is easy to manufacture, and those double speed logic units are OK at 5GHZ when the rest of the chip (and Mustang) is running 2.5GHZ, Intel is home free. Otherwise.... Dan

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