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

To: Cirruslvr who wrote (85337)	1/5/2000 10:36:00 PM
From: Process Boy	Read Replies (1) \| Respond to of 1573092

Cirrus - <Maybe Intel had begun to ramp down production of .25 processors to get ready for Cumine's Sept release, but since Cumine was screwed, the things that make processors was idle for some time, until Cumine was finally ready to go. Since Intel couldn't just restart the .25 process and Cumine was delayed Intel must have had a period of non-productivity which may describe the lack of Cumines when it was announced and the supposed lack of enough .25 processors.> Intel did not shut down .25 production like this. .25 is running full bore in several dedicated fabs that are not part of the .18 ramp. PB

To: Cirruslvr who wrote (85337)	1/5/2000 11:05:00 PM
From: Elmer	Read Replies (2) \| Respond to of 1573092

Re: "Maybe Intel had begun to ramp down production of .25 processors to get ready for Cumine's Sept release, but since Cumine was screwed, the things that make processors was idle for some time, until Cumine was finally ready to go. Since Intel couldn't just restart the .25 process and Cumine was delayed Intel must have had a period of non-productivity which may describe the lack of Cumines when it was announced and the supposed lack of enough .25 processors." They don't do things that way. They bring up a new processor in 1 fab, like the one PB works in, They aren't going to have multiple fabs sitting there doing nothing. Not when they still can't fully meet demand for existing products. Only when they have the recipe down will they proliferate the product through the many fabs. I'm not bringing all this up just to knock AMD. I'm pointing out an investment opportunity in both Intel and AMD as demand is huge for all processors. If (big if) AMD can get Dresden past it's obvious problems, there might be a chance to get and stay profitable until Willamette hit's the scene. After that I'm afraid it's probably lights out. EP