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: tejek who wrote (94420)	2/20/2000 10:44:00 PM
From: Elmer	Read Replies (2) \| Respond to of 1571483

Re: "EP, yields, binsplits....this is getting really old. Intel could not keep up with demand at the lower speeds, so how do you expect them to keep up at the 1 G level? Or do you expect yields to double at that level?" Ted I'm wondering just how many times this has to be explained? A large company such as Intel with many many different product lines running on 3-4 different processes at 10+ different fabs does not just flip the switch and convert all their capacity over to a new process overnight. As fabs convert over to .18u they are adding ~50% capacity by simply converting. Nothing more. As Intel improves their process and works on speed paths their binsplit improves on an already increasing capacity. You don't believe it and this thread doesn't believe it but the past is the past and a whole new situation exists though you haven't seen the effects yet. Nobody here believed the hints dropped about Willamette. Nobody here believes the hints that have been dropped about CuMine binsplits and capacity either. That's fine. Don't believe Andy Grove when he said Intel is already shipping production 1 GHz CuMines to Dell HP and IBM. Don't believe the reports of 1 million good die a week from just 1 of 5 fabs, soon to be 6. Only believe what is in front of your nose today because tomorrow doesn't matter. Just listen to the ridicule about how Intel can't even ship 733/800 CuMines. Just keep telling yourself that Intel will keep screwing up forever and AMD has smooth sailing from now on. And certainly don't believe me when I predict Intel will ship 10:1 CuMines/Athlons for Q1. Everything I say is a lie. EP