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

To: Process Boy who wrote (85327)	1/6/2000 3:03:00 AM
From: Petz	Respond to of 1573201

PB, <<Intel is bursting at the seams and nobody seems to notice.>> You yourself said that a "normal" intro of the Coppermine at 10% of Intel's wafer starts for half a quarter (the other half work in process) should have resulted in 2.5-3 million units, if yields were nominal, did you not? Someone at the Intel CC had better ask exactly how many Floppers were shipped in Q4. If the answer is less than two million, will you agree that yields were poor? Petz

To: Process Boy who wrote (85327)	1/6/2000 12:39:00 PM
From: Kevin K. Spurway	Read Replies (2) \| Respond to of 1573201

Re: "Semiconductor manufacturing capacity concerns can be diabolical with its long lead times to bringing new capacity online and huge capital outlays. Too much capacity and its a huge cash drain. Not enough and we see stuff like todays announcement." One of the things they teach you in Industrial Organization 101 is that successful monopolies make sure they maintain excess capacity. It's a significant barrier to entry. Guess Intel was too stupid to figure that out--giving AMD a window with Athlon. Kevin