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

To: Elmer who wrote (90069)	1/27/2000 4:52:00 PM
From: tejek	Respond to of 1574512

Because I think that only two reasons exist for the delay and I don't think they are being addressed. #1. A serious problem with the Copper process. #2. Low demand keeping an otherwise operational fab closed. EP, I agree the first one is serious and would make AMD, specifically Sanders, the consummate liar. But if it is the second one, then I don't see a problem. No one has assumed that the Athlon would receive endorsement right away. Acceptance of a new product takes time....and fortunately for the AMD, the acceptance of the Athlon is going in the right direction. So if there is not a problem with Cu, then AMD is in a very enviable position. A new fab that is a great asset and can be used to expand production when needed and/or rented out with little overhead until either or both happens. Frankly, I think Sanders cut himself a good deal. ted