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

To: Elmer who wrote (79038)11/8/1999 6:56:00 PM
From: Dan3  Read Replies (1) | Respond to of 1573439
 
Re: You think they are going to convert 4 fabs over to 100%...

I've seen that posted - can't remember where. But it wouldn't be too surprising, would it? Doesn't Intel have other FABs that are dedicated to producing chipsets, comm chips, .25 celerons, etc.? Is there much besides CPUs and DRAM (and Intel is long out of the DRAM business) that currently needs .18 in large volume? AMD is pretty much dedicating 2 FABs to the goal of 30% of the market - surely 4 FABs isn't too many for the goal of 90% of the market?

Dan



To: Elmer who wrote (79038)11/9/1999 12:25:00 AM
From: Petz  Read Replies (1) | Respond to of 1573439
 
Elmer, re:<You think they are going to convert 4 fabs over to 100% CuMine production overnight and scrap the other products?>

I suspect that, to be lessen the impact on PIII 0.25 production, Intel is converting the fabs one-by-one to CuMine production, perhaps one every couple weeks.

Petz



To: Elmer who wrote (79038)11/9/1999 6:52:00 PM
From: Kenith Lee  Read Replies (1) | Respond to of 1573439
 
Do you have a link?


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