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Politics : Formerly About Advanced Micro Devices

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To: Kevin K. Spurway who wrote (47939)1/30/1999 8:27:00 PM
From: Elmer  Read Replies (1) of 1580248
 
Re: "Wrong. If they could, they'd replace PII/PIII with a Katmai enhanced Dixon in a flash. I'd be much more competitive against AMD, and if they could yield it, it'd be cheaper. They're waiting for .18u FOR A REASON!"

Intel was capacity constrained last quarter. Are you suggesting they should produce a larger die and sell it for a lower cost? That's nonsense. Unlike AMD, Intel is in business to enhance shareholder value and they best do that by maximizing profit. Of course the yield would be lower because the die would be bigger. Only a company hellbent on revenge would pursue such an irresponsible course. I have good reason to believe that Intel could do it profitably but why should they?

EP
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