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To: Paul Engel who wrote (88289)9/15/1999 12:38:00 AM
From: Charles R  Read Replies (1) | Respond to of 186894
 
<"AMD has the capacity to mop up most of that today! "
You're blowing smoke !>

Me? Are you sure you are not looking at yourself in the mirror as you post? Or are you saying AMD is not ramping 0.18 right now?

<With a 184 sq. mm. die, poor yields and apparently a poor high speed bin split, AMD has enough ammunition to drive themselves into DEEPER LOSSES.>

The die size is ~100 sq.mm in 0.18. That should be extremely manufacturable in the time frame that we are talking about (after Q4).



To: Paul Engel who wrote (88289)9/15/1999 1:19:00 AM
From: Gerald Walls  Read Replies (1) | Respond to of 186894
 
You're blowing smoke !

You're missing the best part: he says it'll happen in the 4th Quarter! It's the same thing I've heard for years. "AMD will kick Intel's ass next quarter!"