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

To: Process Boy who wrote (78968)	11/8/1999 10:17:00 AM
From: Cirruslvr	Respond to of 1573413

PB - RE: "If you believe the above is an accurate depiction, you should consider shorting INTC." Great, one of those posts. That isn't exactly an accurate depiction, it is an OPTIMISTIC one. Can't find FLOPPERMINE anywhere else. Intel has problems with being short in their own way - short changing potential customers with expected dates of delivery instead of FLOPPERMINES! STILL no show at Pricewatch. Going on THREE weeks now. Quite a few Athlon 700 vendors. Actually, there are more Athlon 700 vendors than PIII 600B vendors! Intel is on roll - after their crappy "B" launch, they followed up with an even worse "E" launch. And then there is i820...

To: Process Boy who wrote (78968)	11/8/1999 6:23:00 PM
From: Dan3	Read Replies (2) \| Respond to of 1573413

Hi PB - regarding Coppermine availability I'm trying to figure out what could be happening. We have heard of the "copy exactly" system used by Intel, while the AMD process is more ad hoc (I'll assume). AMD seems to have made a gradual transition from .25 to .18 for Athlon production at Austin without affecting output too much (so far at least). Can it be that we are seeing a temporary effect of the 4 FABs shutting down .25 production, changing the equipment, then starting up .18 production? Could this (seeming) dip in Pentium III availability be partly due to an unusually large simultaneous "copy" going on at more FABs than are usually transitioned at once? My back of the envelope calculation shows that the 4 FABs should be able to process something like 5 million die per week (guessing the 4 Intel FABs are about the same size as the 2 AMD FABSs), (5K wafers * 250 die * 4 FABs) so even if the initial yields aren't great, there should still be a flood of chips available. Is it just a matter of mass production not having started until about the time of the announcement (due to time needed for "copy exactly") and so we'll see volume about a month from now? Or has Intel just been sitting on Inventory until Comdex? If I'm way off base, please let me know. Regards, Dan