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: Mani1 who wrote (103613)	4/11/2000 2:37:00 AM
From: tejek	Read Replies (1) \| Respond to of 1570369

It will take long time for any fab to come online. The Co fab is projected to be online by Oct/00. Willamette ramp will be very slow. Intel has said it, analysts have said it and Mani has said it. :) Do you believe everything Intel or the analysts say? ted

To: Mani1 who wrote (103613)	4/11/2000 3:06:00 AM
From: ptanner	Respond to of 1570369

Mani <It will take long time for any fab to come online. Willamete has much larger die size than PIII. Intel needs a whole lot more than incremental fab capacity expansion to ramp the Willamette quickly.> Another possible fab limitation for Willy may be Intel's decision to not license the new quad-pumped (?) bus. This would mean Intel would be producing all of the chipsets unless they contracted with another firm? And aren't most fabs busy and likely to become busier? At present, Via seems to be contributing a substantial portion of these lower margin supporting chips. By building a "virtual gorilla" through working with other firms for supporting products AMD has the option to dedicate its fab space to the highest margin products based on market demands. As Via is left out of the Willie chipset business (or at least the quad-pumped bus) it should become more interested in supporting AMD's processors. As the small shops and OEMS become more familiar with using AMD's products, and can see the benefit of having two real suppliers I think the need for AMD to offer MPUs at significantly lower prices relative to comparable Intel performance will diminish. PT