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 (96684)	3/3/2000 10:38:00 PM
From: Bill Jackson	Read Replies (1) \| Respond to of 1575173

Elmer, Without AMD we would still be using Pentium 100 at $500. There is no doubt that AMD expanded into the parts vacuum left by Intel. Intel made so many bad parts there was a shortage of good parts and AMD entered that niche. Do not forget the sea of chip set parts that had to be destroyed....all of those took fab space and yielded only costs as well as displacing CPUs from that space. If Intel had made good CPUs in all the fabs there would have been no shortage at all. Do not forget that Intel has a complex mix to juggle. It was late in the production day that the 820 and rambust problems happened and a crash program that took many fab slots in parallel to get those chip sets replaced for Dell et al. There would have been little sense in making CPUs with no chipsets, so Intel had to make a bubble of chip sets and then reduce that bubble and make more CPUs in a coordinated manner so that they balance at the end and Dell has 1 chip set for each CPU. There is a big story behind this that may get printed one fine day. Bill

To: Elmer who wrote (96684)	3/3/2000 11:50:00 PM
From: Joe NYC	Read Replies (2) \| Respond to of 1575173

Elmer, You think so? Considering that Intel ran out of fab capacity last quarter, just what would have happened without AMD on the scene? Intel has plenty of capacity for .25u Pentiums. AMD rushed Intel to .18u CuMine before Intel was ready. Without AMD, Intel would have waited with introduction of Coppermine until January. Coppermine 666, 700 and 733 would be top of the line processors at with pricetag of 733 close to $1,000. We would still have .25u P3 as the mainstream choice until enough .18u capacity is online. The schedule of the change-over to .18u and Coppermine would be entirely in Intel's hands. So the summary: there would be no shortage and Intel would be in charge of the pricing it's product. Joe