Kash,
re: > Gee, u must really understand intel.
> So are u really seriously doubting that Intel has a pilot line
> running o.13 Cu process.
> So based on this brilliant analysis are u suggesting that Intel
> is building empty shell fabs.
> And gonna start ordering equipment when -- say mid year next
> year - when the ole pilot line fires up.
> Pete - stick to "analyzing" software - this fab analysis is pure BS.
r u expecting Intel's 0.13 Cu Process Fab will be fully qualified, and running at full capacity producing P4s during Q3'01? What about P4 moving to a new pin-out to facilitate MP by Q3'01?
There is nothing wrong with your PIV euphoric posts with your prediction of how tough its going to be for AMD after Q1'01.
I remember clearly you posting similar voluminous posts on this board in Q2'99, but with respect to Coppermine - Intel is going to squash AMD, Intel gonna convert its multitude of fabs to 180nm within a few quarters, Intel will produce zillions of cheap coppermines, etc. I wish, I had book-marked your posts then.
But, what happened to your old predictions? It took Intel more than a year to get to the point that you were predicting in Q2'99. What exactly did you overlook then? IMHO, you ignored Athlon scalability to take into account at that time. In your PIV Q3'01 predictions, again you are neglecting other advantages AMD would have by the time Intel ramps PIV to 10-12M units. Hint: great infrastructure, higher market share, increased mindshare, msp, mobile products, new improved cores, close to fully ramped Dresden, improved yields, at least one or two volume enabled extra speed grades, etc.
goutama |
