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

To: kash johal who wrote (107089)	4/20/2000 7:52:00 PM
From: THE WATSONYOUTH	Read Replies (3) \| Respond to of 1573841

Re: "Also none of the analysts seem to be question the problem of managing a technology transition when you have huge capacity tied up. The forthcoming move to 0.13 and cu will pose execution problems for Intel that FAR outway anything we have seen so far. ALL AMD has to do is to order equipement into Dresden as required. The execution risks favor AMD by a wide margin." Agreed. I am very surprised that at this point in time Intel is still not 50% converted to .18um. A technology transition on that scale must be very difficult. I expect .13um by mid 2001. I think the best Intel could do would be to convert 1 fab by that time. We all ready know what happens when Intel has to produce all its high end parts from 1 fab. Unless AMD slips up, they have a much easier path to .13um from a logistics point of view. This is probably a lot more significant than we think. THE WATSONYOUTH