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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Mani1 who wrote (66831)	7/28/1999 7:43:00 PM
From: Scumbria	Read Replies (1) \| Respond to of 1575401

Mani, At AMD's capacity of 1 million CPU/Q Intel is far from being in trouble. Where does this number come from? There is lots and lots of fab capacity on this planet. Scumbria

To: Mani1 who wrote (66831)	7/28/1999 8:32:00 PM
From: Charles R	Read Replies (1) \| Respond to of 1575401

Mani, <At AMD's capacity of 1 million CPU/Q Intel is far from being in trouble. > The one million unit number is a heavily sandbagged number. K7 die size will shrink about 40% once 180nm comes online. Assuming AMD has no serious glitches on 180nm ramp, they will have the capacity to satisfy pretty much all of the high-end market segment. Assuming no production issues, even with a single fab, capacity is not the limiting factor - AMDs ability to execute on the sales side is. If AMD can successfully penetrate the business segment - AMD can take away the most profitable segment of the x86 market from Intel. It would be good to have Dresden up and running to increase capacity and grow the market share when they have the luxury of competing with an inferior product but it is not necessary to ensure short term profitability. Now, it is too early to say AMD can do what it takes to dominate the high end of the market but at the same time it is too naive on the part of investors to not discount that possibility when buying in to INTC . Chuck