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

To: Elmer who wrote (90009)	1/27/2000 2:22:00 PM
From: Jim McMannis	Read Replies (2) \| Respond to of 1574096

RE:"I'll take a wild stab at it. Maybe AMD was running at 75% of capacity and Intel was running at 97% of capacity? Ever think of that?"... Are you saying Intel wasn't smart enough to add capacity in advance or maybe they just had too many problems and couldn't get up to capacity? Jim

To: Elmer who wrote (90009)	1/27/2000 2:27:00 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 1574096

RE:"Well at a minimum, Intel shipped > 2X the number of Athlons AMD shipped. That rating will widen substantially this quarter." How many million Floppermines did Intel ship? Where Otellini went to school how many million do you need before you can add the "s" on million? 1.1? 1.5? 2.0? <G> You say 1.8 million(s)? From 4 FABs that's 450k per FAB? AMD got 900k from one FAB...que paso'? Jim

To: Elmer who wrote (90009)	1/27/2000 2:30:00 PM
From: niceguy767	Read Replies (1) \| Respond to of 1574096

Hi elmer: Intel may well have been at capacity owing to lost fab space allocated to the PWeeIII 733, and hence flat sequential growth rate compared to AMD's 35% sequential growth rate! Those PWeeIII 733's and 800's certainly remain an enigma in the retail channel...I guess Michael Dell must be an enigmatic kind of guy! The time gap between promised Intel top-end product and some-time-in-the-future physical delivery is widening by the day. Not a healthy sign. Must truly be an enigma (euphemistically speaking, of course)for Intellabees! and all that opportunity cost for the wasted (i.e unproductive) allocated fab space for the PWeeIII 733 and 800 has to be boring a hole in Intel's microprocessor division profitability! Can't be a pretty sight in what used to be hallowed halls of the Intel microprocessor division!