Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Elmer who wrote (93294)	2/15/2000 2:29:00 PM
From: Scumbria	Read Replies (2) \| Respond to of 1571800

Elmer, Really? Now you're quite sure Intel can manufacture "a few" when yesterday you didn't think they could manufacture very many at 733/800MHz. How things change in a day. I'm quite sure you'll change your mind again when Intel ships more than "a few". Albert Yu described the production of 1 GHz parts as being "limited". Nothing has changed. Intel did not demonstrate anything surprising about PIII today, and PIII remains permanently behind Athlon in performance. Scumbria

To: Elmer who wrote (93294)	2/15/2000 4:07:00 PM
From: tejek	Respond to of 1571800

Re: "I'm quite certain that Intel can manufacture a few 1 GHz PIII parts. If they build 5 million parts a week, a few of them will test at 1GHz." Really? Now you're quite sure Intel can manufacture "a few" when yesterday you didn't think they could manufacture very many at 733/800MHz. How things change in a day. I'm quite sure you'll change your mind again when Intel ships more than "a few". EP, Scumbria is being so crazy....I am sure Intel can produce more than a 'few'......certainly at least a 1 k....even with current production problems. Scumbria is such a jokester...he really doesn't mean it. So don't you get all freaked out. ted

To: Elmer who wrote (93294)	2/15/2000 9:34:00 PM
From: Dan3	Respond to of 1571800

Re: I'm quite sure you'll change your mind again when Intel ships more than "a few" (1 GHZ parts)... And then AMD will then ship X, and then Intel will ship Y. The fact remains that, on the street, AMD has been ahead by 50 to 100MHZ since last summer. AMD's business plan does not require them to be ahead - but they are. Intel's business plan makes it mandatory that they be ahead, but they aren't. Eventually, Intel will catch up to AMD in MHZ, and quite possibly move ahead a little. But AMD is organized to mint money with $100 ASPs - no need to take over the world. Jerry Sanders dream come true is a 30% market share, and AMD can do fine with quite a bit less than that. Intel has got to justify $200 ASPs to their OEMs and endusers - they'd better stop fooling around and at least catch up to $100 bucks a pop AMD. It will be interesting next spring when Intel is pushing 64-bit processors for $1,000 and up as server and workstation parts, while AMD is marketing 64-bit processors to the masses for a few hundred dollars. I think the Sledgehammer concept was brilliant, and will make 2001 a better year for AMD than even 2000 will be. All AMD needs is 25% or so of the market with 1/4 of that midrange or better. One CPU FAB to feed and the rest is gravy (with FAB 25 designated to flash in that time frame). Sledgehammer with on die cache should come in at around 75mm2 on .13. They should get 300 or so off of each wafer - 20 million units per quarter will be enough capacity, and Dresden has space for expansion if necessary. Dan