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

To: tejek who wrote (94452)	2/21/2000 1:25:00 AM
From: Elmer	Read Replies (1) \| Respond to of 1571642

Re: "Stop playing with the truth and maybe you will regain your credibility." Ted I clearly stated in a previous post that not all fabs will ship at this rate. In fact I think fab12 is the largest and no other fab will ship at this rate. There are 2 independent witnesses to the claim that 1 million were shipped in 1 week and although this is no guarantee that it will be repeated week after week, it does give rise to the belief that far more capacity is now on line then in the past when Intel was only able to ship somewhere > 1 million for all of Q4. That is the point I would like to convey. Now unless you believe Andy Grove is lying, you must accept the fact that at least some of those are 1 GHz parts. Considering the low availability of 800MHz parts up until recently, it stretches credulity to believe that a process and a design stepping that has low binsplit to 800MHz would yield ANY 1 GHz parts at all. Something appears to have changed. I think the fact that Dell, HP and IBM were willing to go on stage and demo 1 GHz systems must suggest that they have at least some confidence that Intel can supply 1 GHz parts. So 1 million CuMines per week is not normal for ALL Intel fabs but it is possible for a single fab to product that number under good conditions. With 5 fabs online and a 6th coming up it is reasonable to conclude that Q4's number of 1 million+ will be handily beaten in Q1. Perhaps by well over an order of magnitude. EP