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

To: Tenchusatsu who wrote (89460)	1/25/2000 3:05:00 PM
From: kash johal	Read Replies (1) \| Respond to of 1571169

Tench, Re: "0.18 volumes and capacity" I think you are clearly right on overall unit capacity. However one clear advantage AMD has is its flawless 0.18 execution. By early Q2 almost all CPU starts will be at 0.18 micron. This gives AMD a major advantage in the MHZ wars. And Intels Rambus fiasco continues to shoot OEMs margins in the head for high end chips. And wait till spitfire comes out. It will likely outperform the cumine-256 in a clk by clk basis - unless Intel rigs some more SSE optimized benchmarks of course. regards, Kash

To: Tenchusatsu who wrote (89460)	1/25/2000 3:08:00 PM
From: tejek	Read Replies (2) \| Respond to of 1571169

Thread RTQ for AMD: 36 11/16; up 2 3/16 at 3:05 PM EST AMD's stock is recovering nicely. ted

To: Tenchusatsu who wrote (89460)	1/25/2000 3:19:00 PM
From: Dan3	Read Replies (1) \| Respond to of 1571169

Re: AMD made about one million Athlons in Q4... Hi Tenchusatsu, We're talking about 2 different things. You're talking about how many Athlons AMD made last quarter, and I'm talking about how many .18 wafer starts they are equipped for. At this point, as nearly as I can guess, AMD is sitting on 2 FABs that are 100% .18 or better. Intel is sitting on 5 FABs that are 25% .18 or better. AMD's 2nd FAB isn't fully equipped, but every indication from AMD's lawsuit shy management is that it is ready to go. With almost none of the high end market share (yet!) AMD holds a little more than half of the industry's high end production capacity. And they developed this capability while fighting off bankruptcy! Jerry Sanders is entitled to some credit for this, don't you think? How many Athlons AMD found it reasonable to manufacture last quarter is another issue. It will definitely take time for AMD to gain even 15% of the high end market, and because of this, Intel has nothing to fear (assuming they stop screwing around in the dot com markets and get back to supporting their key operations) Meanwhile, AMD, will be making buckets of money. Dan

To: Tenchusatsu who wrote (89460)	1/25/2000 7:49:00 PM
From: milo_morai	Read Replies (1) \| Respond to of 1571169

Tench writes:Let's put it this way. AMD made about one million Athlons in Q4 (though not all were sold in the same time frame), and only a small fraction of them were 0.18u. Intel on the other hand made "millions" of Coppermines (2M? 3M? More?). Now, according to grade school math, "millions" is much greater than "a small fraction of one million." And yet you think AMD has more 0.18u fab capacity than Intel? How is 0.8Million a small fraction of 1M? 0.9Million sold and 1 Million Fabbed? I'm not sure I understand your point? INTC wasn't willing to disclose how many CuMines shipped 2 Million????? 4 Fabs at 25% .18 are roughly equal to 1 AMD fab at 100% .18 you think?Remember AMD completed .18 transition beginning Nov. '99 only 2/3 of the quarter are .18. Intel started .18 when June/July? Sure can find allot of Athlon's from 750Mhz to 800Mhz, but it is very hard to find Piii's at the same clock rate.. Something smells funny. Is it Smoke in INTC kitchen? Milo