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

To: Cirruslvr who wrote (80064)	11/16/1999 3:37:00 PM
From: Elmer	Read Replies (1) \| Respond to of 1570913

Re: "Intel has FOUR .18 fabs. AMD has one fab making Athlons. And FLOPPERMINE is quite a bit smaller than the .25 Athlon. So if Intel can only get 2M out Q, it would be pretty pitiful." Cringe you are having a bad day. Intel's fabs are running at full capacity on multiple processes simultaniously. Intel does not shut down any fab, much less 4, and convert over to a new process overnight. They will soon have at least 7 (not 4) fabs up and running on .18u and you will see a flood of CuMines hitting the market. Yes those same CuMines that outperform the Athlon on virtually every single benchmark, by AMD's own published benchmarks compared to Intel's own published benchmarks. EP

To: Cirruslvr who wrote (80064)	11/16/1999 3:49:00 PM
From: Tony Viola	Read Replies (4) \| Respond to of 1570913

CL, Intel has FOUR .18 fabs. AMD has one fab making Athlons. Why is that? AMD got started in the chip business just two years later (out of 30 or so) than Intel. What have they been doing? Tony

To: Cirruslvr who wrote (80064)	11/16/1999 4:39:00 PM
From: Paul Engel	Read Replies (2) \| Respond to of 1570913

Cringe - Re: "Intel has FOUR .18 fabs. AMD has one fab making Athlons. And FLOPPERMINE is quite a bit smaller than the .25 Athlon. So if Intel can only get 2M out Q, it would be pretty pitiful." Why ? Intel didn't release the Coppermine Until October 25 - so they are essentially working on a TWO MONTH quarter for Coppermine shipments. Unlike AMD, Intel didn't have 150,000 Coppermines left over from Q3 to ship in Q4. Paul