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

To: Jim McMannis who wrote (81148)	11/26/1999 8:25:00 PM
From: Charles R	Read Replies (3) \| Respond to of 1572336

<Two good things... 1. listen to this... biz.yahoo.com > Two not necessarily good things for AMD. I hear that - a) Wilamette program continues to be largely on track. Wilamette itself might have slipped by 2 or 3 weeks (insignificant in the scheme of things) and Colusa seems on target for next week. b) Intel's 0.13 seems on target (first silicon is expected to be CuMine+ in Q2 followed by Wilamette in late Q2 or early Q3). As the long timers on this thread may know, CuMine+ is Intel's backup in case of Wilamette problems. Rumor mill indicates a high degree of confidence in hundreds of ku of 0.13s in Q3. So, 1GHz looks pretty certain for Intel in Q3. AMD may have a quarter lead on that right now but Intel is moving pretty fast on the process side. Chuck

To: Jim McMannis who wrote (81148)	11/27/1999 12:22:00 AM
From: Cirruslvr	Read Replies (2) \| Respond to of 1572336

Jim - RE: "I hear FAB25 will not shut down over the holidays. If true, that's a very bullish sign. I believe AMD typically shuts down for 2 weeks over Christmas..." I remembered the shutting down of Fab 25 was mentioned last year so I went through a BUNCH of posts to find out. I finally found this one - Message 6928798 . It is message #43784 for those who can't access the site. If Fab 25 IS open during those two weeks it will produce AT LEAST 10% more processors than it it wasn't open. And it will give the .18 process a chance to further ramp up compared to if it was closed. Let's see, that could be at least 8000 more wafers. "BTW, I'm accepting e-mails or PMs from AMD employees to verify this... <G>" Be sure to tell if you get a final answer. (What Jim wrote applies to me also. ;) ) I know someone else asked this question, but where did Maxwell go? When I was going through those old messages, Maxwell was posting regularly. Here's two predictions he got right - Message 5811536 - message 37308 Message 6722272 - message 42920