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

To: Cirruslvr who wrote (82979)	12/14/1999 9:47:00 PM
From: kash johal	Read Replies (1) \| Respond to of 1572107

Cirruslvr, Re:"notched gates" Well its very plausible frankly. Several analysts have mentioned only 1.5M Coppermines in Q4. Intel should be yielding 150 DPW on this if yields are OK. That translates to 10,000 wafers or approx. 2-3 days of wafer capacity at Intel's 4 megafabs. Even if Intel is only running 10% capacity at 0.18 micron - something is very WRONG. BTW register had something about 533 speed grades going to the gulag - so it can't be a bin slit issues where tons of parts are yielding 500-600Mhz speeds. For a company whose strength is excellence in manufacturing, high yields, superb process control - something does not compute. regards, Kash

To: Cirruslvr who wrote (82979)	12/14/1999 9:58:00 PM
From: Charles R	Respond to of 1572107

<Here's a conspiracy theory that favors Intel - Maybe the 500 - 733 Cumines are made on the non-notched process which was only applied to a fab or two. Since 733s are "impossible" to get, it could be the max for this process. And these fabs may use this process to take over the lower MHz PIII production. And maybe the other fabs Intel has are going to use the notched process and they are now ramping up. And if this notched thing is as good as the articles about it claim, Intel may be getting only 733s, 750s, and 800+ off this process. > I don't know about conspiracies but this is one of those few theories that can reconcile what I hear from from the rumor mill and what PB says on this board. Only minor hitch is that I thought PB said that notched gates came into production along with the CuMine October ramp (i.e., not something new that is beginning now).

To: Cirruslvr who wrote (82979)	12/14/1999 10:38:00 PM
From: Yousef	Respond to of 1572107

Cringe, Re: "What do you guys think, should I get a job for the FBI? ;)" I don't think they will promote you from your current "Keystone Cop" position. <ggg> Make It So, Yousef

To: Cirruslvr who wrote (82979)	12/14/1999 10:45:00 PM
From: Bill Jackson	Respond to of 1572107

Cirruslvr, RE: What do you guys think, should I get a job for the FBI? ;) You might try for the directors position....what's your dress size? :) Bill

To: Cirruslvr who wrote (82979)	12/14/1999 10:55:00 PM
From: THE WATSONYOUTH	Read Replies (2) \| Respond to of 1572107

Re: "Maybe the 500 - 733 Cumines are made on the non-notched process which was only applied to a fab or two." The 733MHz part I've seen in cross section had the notched gate. THE WATSONYOUTH