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

To: Saturn V who wrote (93601)	2/16/2000 3:56:00 PM
From: Elmer	Read Replies (5) \| Respond to of 1570659

Re: "If the Wilamette die size is too big the availability this year will be limited. A 2X Willamette Die Size will probably mean that the same number of 0.18micron wafers will only produce about 25-30% die when compared to the Coppermine. [ Larger Die reduce numner of die on Wafer, The edge of the wafer kills more die, and the percentage yield also drops]. Given a fixed Wafer Fab Capacity, and if the Die size is too large,Intel will price the Willamette high to limit its demand so that it does not create a demand volume it cannot fulfill." Excellent summary but I disagree with you regarding capacity. As was discussed earlier this week, it looks like Intel can produce nearly 1 million CuMines per week from 1 of it's megafabs. Albert Yu said yesterday they have 5 online as of now and a 6th coming online later this year. Now not all of those are MegaFabs but the implications are clear that capacity problems will soon be a thing of the past. Add in another new fab just purchased in Colorado and a new 12" UltraMegaFab under construction in Ocotillo Az. Not all of this capacity will be there in the time frame discussed, but 6 fabs will be. 1 fab alone has the capacity to supply > 50 Million CuMines/year. I think with the other 5 there is room spread around for a significant number of Willamettes and Merceds. AMD needs to take a realistic look at where the competition will likely be later this year and they need to come to grips with reality. Scorching speeds, world leading performance and virtually limitless capacity is a real possibility for AMD to be facing. How will AMD respond in an attempt to maintain profitability and newfound shareholder value? EP

To: Saturn V who wrote (93601)	2/16/2000 4:07:00 PM
From: tejek	Respond to of 1570659

If the Wilamette die size is too big the availability this year will be limited. A 2X Willamette Die Size will probably mean that the same number of 0.18micron wafers will only produce about 25-30% die when compared to the Coppermine. [ Larger Die reduce numner of die on Wafer, The edge of the wafer kills more die, and the percentage yield also drops]. Given a fixed Wafer Fab Capacity, and if the Die size is too large,Intel will price the Willamette high to limit its demand so that it does not create a demand volume it cannot fulfill. Saturn V, got it, thanks. ted