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

To: kash johal who wrote (85396)	1/6/2000 12:33:00 AM
From: Charles R	Read Replies (1) \| Respond to of 1572706

<AMD will ship more than 6M CPU's from MegaFLOP 25. And we all know AMD yields SUCK> Athlon is apparently yielding stably at above 70% - not what I would call suck! <So Intel with its better yields SHOULD SHIP 60M + CPU's for the quarter AT a minimum.> Depends on how quickly they migrate out of 0.25 Celerons and Katmais. <I suspect Intel to be on sale tomorrow.> Apparently it is already down a buck or two after hours.

To: kash johal who wrote (85396)	1/6/2000 12:38:00 AM
From: Elmer	Read Replies (1) \| Respond to of 1572706

Re: "Well you say Intel has 12 fabs - lets assume 10. AMD will ship more than 6M CPU's from MegaFLOP 25. And we all know AMD yields SUCK. So Intel with its better yields SHOULD SHIP 60M + CPU's for the quarter AT a minimum. Perhaps you are right and its time to back up the truck on Intel in the morning." Kash, you know better than this. Are you really suggesting that Intel makes nothing but processors in it's fabs? Intel has to ship at least 2 other chipset components for every processor it sells. Add on the SRAMs for the Deschutes and Katmai products. Where do you suppose they come from? How about the microcontrollers? The embedded processors? The Flash product line? Network and communications? If Intel ships 100 million processors this year, that means they have to produce another 200 million chipset components as well. You still think their fabs should be able to crank out 60 million processors each quarter? EP