Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Pravin Kamdar who wrote (69598)	8/23/1999 7:06:00 AM
From: Process Boy	Respond to of 1574261

Pravin - <AMD's situation is not ideal. Neither is Intel's. Each has its own pros and cons. Given AMD's resources, I don't think they could have put together a better foundation to go forward with (particularly in their relationship with Motorola).> I concede you have a point. AMD does not have the facilities to make such technological transitions , shall I say, optimally. However, I wouldn't view F25 as a "backup" for F30. I don't believe you can realistically use fabs with two different technologies as backups for each other. Example: Dresden K7's have 10% better performance than Austin K7's. Dresden has some incident where production is disrupted for a matter of weeks. It would be extremely difficult to a) load Austin on a moments notice, and b) ask customers to please buy the Austin K7's instead of the Dresden K7's you ordered. See where I'm going with this? PB