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

To: Jim McMannis who wrote (91354)	2/3/2000 6:18:00 PM
From: Process Boy	Read Replies (2) \| Respond to of 1575465

Jim - <Pretty clear to me that Intel is having trouble ramping 'ole Betsy (P6) to such high speeds. Intel is praying to get to the Willamette. It appears they will do and say just about anything to keep the customers believing there is something great just around the corner. They announce chip speeds with only a handful of chips on hand. They accelerate future speed grades in their roadmap with the promise the next stepping is on the way, knowing they will be lucky to deliver. They plan to show a Willamette running at over 1 GHz at a show, hoping to freeze the markets into waiting for this "super duper" chip, all the while just hoping they will get to it before the end of the year. They keep a straight face while telling you the Coppermine runs great in an i810e motherboard... Really wild...> jim, I know you aren't going to buy this, but I have to keep trying anyway. These things have more to do with capacity and supply /demand issues, rather than technical or ramp screw up related. That's why, IMHO, Intel will still "make the quarter". Sold out still. Hopefully by the end of Q1 Intel can build some inventory. It's painful watching all this speculation about what's going on, when in fact the factories are busting at the seams, as Elmer put it. Like I said, I have to keep trying. And yes, the short term situation does open a big door for AMD, if they can exploit it. PB

To: Jim McMannis who wrote (91354)	2/3/2000 6:47:00 PM
From: hmaly	Read Replies (2) \| Respond to of 1575465

Jim RE:"Is Intel expecting a war and building a strategic reserve or do they just have yield problems like AMD had in the past?"... Pretty clear to me that Intel is having trouble ramping 'ole Betsy (P6) to such high speeds. Intel is praying to get to the Willamette.>>> Jim it may not be binsplits or yields just like PB is saying. It could simply be that in order to use notched gates Intel had to add several steps to process which is slowing output down. Otherwise why when going to .18 um from .25 um Intel hasn't been able to increase production. It takes a long time to drill all them notches even with a Black and Decker Cordless drill in each hand. I can't believe Scrumbia is thinking of checking out when it is likely AMD will have to announce record profits for q1-00 sometime in Feb. or early Mar. AMD's plan to lower prices of high mhz chips to create demand seems to be working like a charm as there is a worldwide shortage of P3s. If AMD can sell 2.5 to 3 mu athlon chips this quarter I think we will see .80 to $1.00 eps. easy. Just my wag.