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Politics : Formerly About Advanced Micro Devices
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To: Jim McMannis who wrote (33359)6/18/1998 1:30:00 AM
From: Yousef  Read Replies (1) of 1572901
 
Jim,

Re: "What effect do think the upcoming glut of chips will have on Intel? Especially
if they become the high cost producer vs AMD?"

Number one, Jim ... Intel is currently the low cost producer of CPU's. This
is not about to change soon. Intel has larger Fabs with more effective
utilization of equipment and thus more silicon out per square-foot of
cleanroom space. I also contend that Intel will always have higher yields
than AMD or NSM due to the high wafer volumes and Intel's ability to improve
yield based on learning from this larger wafer output. The only hope for
AMD is the die size ... So far in the past year, AMD has not even come close
to becoming the low cost producer with die size. Jim, you just don't
understand the Fab business.

One question for you, Jim ... Why is AMD having such a hard time getting
to 333mhz and 350mhz K6-2's ?? You know if AMD doesn't get these speeds
real soon, then AMD ASP's will fall well below $100.00 ... This would be a
disaster for AMD.

Make It So,
Yousef
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