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

To: pgerassi who wrote (101735)	4/3/2000 6:00:00 PM
From: Elmer	Read Replies (2) \| Respond to of 1586096

Re: "I am beginning to suspect that they were given an award for producing the 1,000,000th CPU die that week and the banner got mistranslated into something much better. It makes more sense for the quantities showing up now. Their current run rate of good die of all 5 fabs, IMHO, is 1 million a week and that may be optimistic given the DIY picture. Supposedly they made only 31,000,000 CPUs of all kinds last quarter and that includes Pentium, Pentium II, Xeon, and Celeron" A poster claimed here that there was a banner up in Intel's Fab12 cafeteria congratulating the Fab for producing 1 Million CuMines in one week. Many people here scoffed at the claim and the poster said it was visible from the lobby and anyone could see it for themselves. I went to the fab and I saw the poster and it said 1 Million CuMines in 1 week from Fab12, not from all fabs combined. The current runrate from all fabs is much higher than 1 million CuMines per week but everyone here thinks I am a liar so they will have to wait for Intel's earnings announcement where they will probably quote some numbers. For example last quarter they said they had shipped "millions" of CuMines. I predict the CuMine runrate for Q1 was 10x the Athlon rate. I'm sure all those who called me a liar will apologize after the facts come out just like they do every time. BTW, Intel shipped 32.5 Million processors last quarter IINM, of which 30 Million were probably other than CuMines. EP

To: pgerassi who wrote (101735)	4/3/2000 6:13:00 PM
From: Goutam	Respond to of 1586096

pgerassi. >I am beginning to suspect that they were given an award for producing the 1,000,000th > CPU die that week and the banner got mistranslated into something much better. I belive that you were right on the money in your assessment of Intel banner thing . I don't know how many members of this thread sensed that even PB, who is an employee of Intel, tried to tone down the misinformation that is being spread on this thread. Even if it is true that Intel has been producing a million PIIIs or more a week from each of ite megafabs, it doesn't change the existing situation - AMD has no problem in producing high speed Athlons and Intel has no means to combat it until Willammette is here. Goutama

To: pgerassi who wrote (101735)	4/3/2000 7:05:00 PM
From: Dan3	Respond to of 1586096

Re: and the banner got mistranslated... Hi pgerassi, That makes a lot of sense. There has seemed to be some disconnect for awhile regarding the coppermine ramp. "One Million Good Coppermine Die This Week" could mean either the one millionth was produced during that week or that one million were produced that week. The language isn't clear. It is at least as common in manufacturing plants to celebrate cumulative production as it is to celebrate periodic production. If such banners are not routine, I'd guess that your interpretation that it represented the one time achievement of a cumulative goal rather than a regular weekly goal is the more likely one. A visitor to the plant would really have no way of knowing which was the correct interpretation. Regards, Dan