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

To: Elmer who wrote (91101)	2/2/2000 2:52:00 PM
From: niceguy767	Respond to of 1574509

Hi Fudd: Maybe they should resolve their PWeeIII 733 production problems for which, if included in your capacity calculation, would suggest Intel is currently operating at 75% of total fab space at best. 255 of fab space is tied up trying to unravel the production hitches with PWeeIII's...Really Fudd, a fair capacity calculation would take into consideration the wasted PWeeIII 733 fab space of approx, 25%. Build all the fab space you want...but you've got the cart before the horse, don't you think...You need to be able to demonstrate favourable yields unless of course you're looking for a further deterioration in sequential growth rates!