Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 217.53

+1.5%

Nov 28 9:30 AM EST

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To: AK2004 who wrote (16709)	10/30/2000 1:58:38 PM
From: Charles R	Read Replies (2) of 275872

Albert, <P4 will not be narrowly targeted at workstations and servers like the Pentium Pro back in 1995. Mr. Otellini was rather frank about the die size issue: The PC market is not as strong as Intel had expected, which frees up some capacity to ramp P4 faster. In effect, Intel has committed to fixed manufacturing costs, which means that using the capacity to make more P4s is "free" compared with not using the capacity at all. > Hasn't someone on this thread been saying the same thing for a while? ;-) Barring unexpected bugs or infrastructure problems, P4 ramp is likely to surpass expectations. Chuck

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