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

To: tejek who wrote (103596)4/11/2000 1:58:00 AM
From: Mani1  Read Replies (1) | Respond to of 1570438
 
Ted re <<Why? It has mega fab space to allow production to continue on the PIII/Cu and still ramp up Willy quickly.>>

No,

Intel has no extra immediate capacity, that's why we have had shortages. There will be more capacity coming online but not nearly fast enough to ramp the Willamette quickly enough to collapse Athlon pricing. Willamette ramp WILL be slow. No way AMD will give us a warning on 9/00 or 3/01 because Athlon prices are collapsing due to Willamette.

Mani



To: tejek who wrote (103596)4/11/2000 10:06:00 AM
From: milo_morai  Respond to of 1570438
 
Ted I think your forgetting the new MB's that Willy will need to have.. That will take some time to ramp up, not to mention working out the bugs.

Milo

P.S. what was the die size on Willy again? How hot does it run?


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