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

To: Tenchusatsu who wrote (85494)	1/6/2000 4:34:00 AM
From: Petz	Read Replies (1) \| Respond to of 1572713

Tench, re:<Ted, I'm not going to be dragged into yet another pointless squabble. Intel has been producing 25M CPUs per quarter in 1999, compared to AMD's 5M per quarter. And now Kash is arguing that Intel should be producing 60M CPUs per quarter? What kind of argument is that?> Intel has six fabs dedicated to CPU's, AMD has 1. That fab also makes embedded processors which aren't even counted in the total. One or two of Intel's fabs have 8K/week wafer capacity vs. AMD's lone 5K/week fab. The others are 5K/week like AMD. Therefore Intel has at least 6.6 AMD-size fabs. Lets subtract 1 entire fab for chipsets. Intel should be able to make 5.6 times as many CPU's as AMD. AMD made ~6M CPU's this quarter, including at least 1M of those "huge die size (184mm)" Athies. Did Intel make 33.6M CPU's this quarter? If they did, congratulations, their yields are up to AMD's levels. Petz