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

To: Elmer who wrote (90061)	1/27/2000 4:43:00 PM
From: niceguy767	Read Replies (2) \| Respond to of 1574004

Hi elmer: Re: "The second part of the discussion has been that it is assumed that if Intel is not ramping at the pace desired by their customers, then the only explanation is a yield problem. That's foolish. I can think of many possible limitations that have nothing to do with yields." You not only have thought of many others but have provided them as smokescreen for cause of Intel ramp problems at the high end...Why do you have need to dodge the obvious??? that being that severe production problems for PWeeIII 733's and up have consumed much fab space and copious dollars in trying to keep pace with the "WORLD'S FASTEST MICROPROCESSOR", the spry Athy, resulting in flat sequential growth in Q4 for Intel microprocessors compared to 35% sequential growth for AMD! The real cause of the flat growth couldn't be more obvious if one looks for (non-existant, almost)high end Intel retail product, listens to GTW and now Mr. Dell...Intel is having much difficulty squeezing out additional MHz with its constrained PWeeIII architecture in any meaningful quantity...Since October,it's been all smoke and mirrors wrt PWeeIII 733's and above, very little in the way of hard product...As I've said before the reasons underlying the paucity of PWeeIII 733's and above are becoming less and less tenable by the day! Mr. Dell (publicly, anyway) is the only major still saluting to Intel's promise of a some-time-in-the-future competitor to the Athlon!