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

To: Jim McMannis who wrote (80632)	11/21/1999 6:27:00 PM
From: Charles R	Read Replies (1) \| Respond to of 1572797

Jim, <I've been thunkin' it and writing about it for over a month... And I've been slammed by the Intel faithful for thunkin' it... > FWIW. I am no Intel faithful but my take on this hasn't changed from the last time we conversed on this topic. CuMine yield seems to be good. However there is definitely problem with the distribution - 733s are the highest end so the yield there will not be that high. Based on my sources, Sharky is picking up the most rosy stories and Register is picking up the most negative stories. To be sure Intel has a problem but the problem seems to be one of going forward. From what I can tell, the distributions at 800 are non-existant (<1%). Last I heard, Intel is working on the next stepping of CuMine to get to 800. My guess on CuMine volumes for 800s - February/March. Could be a little sooner if Intel does a lot of risk starts - which they may very well choose to do. On the otherhand, if AMD stays on their current track they should be around 900MHz in the same time frame. I expect defections to AMD on the business side as this becomes evident. Q4 should be great but Q1 should be pretty phenomenal for AMD. Chuck