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

To: Joe NYC who wrote (91616)	2/4/2000 8:43:00 PM
From: Dan3	Read Replies (1) \| Respond to of 1576619

Re: Just remember how quickly Intel turned around came back with Celeron... When you're making lots of fast parts, to the point where you have them in surplus, it's easy to slow some of them down a little, and take over the slow chip market. The one in the position to do that right now is AMD, not Intel. It's a real good point to remember, though. With its 128K L1 cache, Athlon can perform fairly well without an L2. AMD can get 250 of them off of each wafer at .18 - with Dresden producing all of the mid and high end parts, that leaves Austin with a theoretical max of 16 million 1 GHZ parts per quarter for Q3 and Q4 of this year - plus whatever they build in Dresden for the middle and high end. I doubt that AMD's going to do that, but it fits the scenario you were describing. Dan