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

To: Mani1 who wrote (103590)	4/11/2000 1:49:00 AM
From: tejek	Read Replies (2) \| Respond to of 1570498

If INTC ramps the Willamette quickly, it will drastically reduce its ability to manufacture the PIII/Celeron. Mani, Why? It has mega fab space to allow production to continue on the PIII/Cu and still ramp up Willy quickly. ted

To: Mani1 who wrote (103590)	4/11/2000 10:32:00 AM
From: Jim McMannis	Respond to of 1570498

RE:"Willamette has substantially larger die size so it will not see substantial volume till well into 2001. If INTC ramps the Willamette quickly, it will drastically reduce its ability to manufacture the PIII/Celeron. That would cause the mother of all CPU shortages (even with Dresden going full force). The ramp will be slow giving AMD to plenty of time to mature thunderbird and mustang. By then AMD should be in the commercial market and with great margins." Exactly... Intel is just getting Coppermine up to speed. Then they have to shift fab space to Willamette? This will take time...Willy ramp may be worse than Coppermines... Willy is a new core...Coppermine was a redesign... Jim