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

To: hmaly who wrote (94826)	2/23/2000 5:03:00 PM
From: Jim McMannis	Respond to of 1572298

RE:"Elmer, I absolutely admit I know very little about engineering as I am a businessman, not an engineer. But how good of an engineer can you be if you draw conclusions from one banner in one fab concerning one wks production, and extrapolate that to infer huge amounts of coppermines being produced. How scientific is that?" Intel faithful have been in hope of some good news...they need a bone every now and then.

To: hmaly who wrote (94826)	2/23/2000 6:10:00 PM
From: Elmer	Read Replies (3) \| Respond to of 1572298

Re: "Elmer, I absolutely admit I know very little about engineering as I am a businessman, not an engineer. But how good of an engineer can you be if you draw conclusions from one banner in one fab concerning one wks production, and extrapolate that to infer huge amounts of coppermines being produced. How scientific is that?" hmaly.. a polite post from you???? Are you feeling ok? I would be a poor engineer if I drew conclusions from one banner in one fab concerning one weeks production and extrapolated that alone to infer huge amounts of coppermines are being produced. Why are you assuming that's all I'm going by? I know how big the fabs are. I know how many are running CuMines, I am confident the yields are as predicted (how's that for being vague?) couple that with the knowledge that if one fab can produce 1 million units in one week, it can do it again. Four others must contribute something significant also. Intel has always ramped new products and new processes into high volume in fast order and I see no reason to believe they won't this time. There is a belief here that Intel will continue to screwup. I think that belief is wrong and AMD investors must consider how AMD will be affected when they are facing a sea of CuMines. AMD doesn't drop prices for no reason. EP