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

To: Process Boy who wrote (86467)	1/10/2000 10:22:00 PM
From: Elmer	Read Replies (1) \| Respond to of 1573411

Re: "I going to chime the "demand is exceeding supply" thing again." You can tell em PB but I think it's too difficult a concept for them to grasp. EP

To: Process Boy who wrote (86467)	1/10/2000 10:39:00 PM
From: Dan3	Read Replies (2) \| Respond to of 1573411

Re: It generally takes a matter of something ~ several months or a year or so.... I thought that was the big deal about Intel as a competitor: the "copy exactly" system let them rapidly and reliably scale production. The coppermine was supposed to be test fabricated and the process was "copy exactly" 'd to multiple FABs providing for an immediately available volume supply. For the last 6 months, AMD has been doing everything including the dinner dishes and walking the cat at one FAB, and its ramps seems to be going more smoothly than Intel's. What going on here? Regards, Dan

To: Process Boy who wrote (86467)	1/11/2000 2:00:00 AM
From: Petz	Read Replies (1) \| Respond to of 1573411

PB, re:<When new fabs start production, they never do it at full capacity. The logistics of doing this for "Mega" fabs are prohibitive. It generally takes a matter of something ~ several months or a year or so once production gets going to ramp to full capacity. Two of the fabs are in this category> That was my guess, that conversion to near-100% wafer starts in 0.18 didn't occur until fairly late in the quarter. I assume its these two fabs that will be producing lots of CuMines starting in February. I was a little surprised you would go from 10% to 100% in one step. Thanks for your reply. My main reason for asking was to determine if AMD's Dresden start is similar to Intel's. Your answer implies that Dresden's ramp is pretty normal. I've heard numbers like 1000 WPW, or 16% of capacity. Some Intelabees claimed this number was absurdly low and indicated there was a problem with the Motorola Cu process. I guess not. BTW, if we assume that run rate for about 10 weeks in Q2, Dresden should have about 1.2M CPU's in Q2 with 50% yields. Petz