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

To: milo_morai who wrote (89579)	1/25/2000 8:15:00 PM
From: Tenchusatsu	Read Replies (3) \| Respond to of 1571198

Milo, <How is 0.8Million a small fraction of 1M? 0.9Million sold and 1 Million Fabbed?> When I said "a small fraction of one million," I meant Athlons manufactured on 0.18u process. Remember that 1M is the total Athlons made in Q4, both 0.25u and 0.18u. The 750 MHz Athlon was the first 0.18u Athlon released, but it didn't arrive until late in Q4. Thus, "a small fraction." <Remember AMD completed .18 transition beginning Nov. '99 only 2/3 of the quarter are .18. Intel started .18 when June/July?> Just because AMD is completing the transition sooner doesn't mean that they'll be ramped up to 100% at the same time. Transition and ramp-up are two different things. AMD can easily stop all 0.25u wafers whenever they want to, then call that a "100% transition." My feeling is that AMD did exactly that in order to brute-force the ramp-up of the 0.18u process. I guess they decided that 0.18u is so important (speeds, costs, etc.) that it's worth sacrificing 0.25u earlier than expected. Yet AMD still has a long way to go before the 0.18u process is fully ramped-up. I know I'm right, or else we'd see at least 10 million CPUs coming out of Fab 25 alone in Q1. And no one here is even expecting this much. <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..> You know, I've seen statements like this repeated over and over again on this thread. "Yeah, I've seen so many K6-2/Athlon systems on sale at CompUSA/Fry's/CircuitCity/Screwdrivershop! And very few Celeron/PII/PIII systems on the same shelves! Go AMD!!!" Anyone who doesn't know better would think that, based on these statements alone, AMD is outproducing Intel 2-to-1 in sheer volumes alone. Now I know that's not the case. Even Intel with alleged "yield problems" would have made 2M Coppermines, which is a heck-of-a-lot more than the 1M Athlons made by "100% transitioned" AMD. It makes me wonder what reality must look like for some people on this thread. But since you're wondering about Pentium III 800 MHz, you might want to check out your local Fry's Electronics, if you live out here in the west coast. I saw an 800 MHz Pentium III system at my local Fry's last week. It's an HP system going for $2,600. Now how can that be, given that Intel's 800 MHz launch was just a "phantom announcement"? Tenchusatsu