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

To: Tenchusatsu who wrote (107646)	4/24/2000 6:19:00 PM
From: Mani1	Respond to of 1574212

Tench, PB said the coppermine ramp was on schedule and launch should be good. As he admitted, he was clearly wrong. He also predicted that the volume of Coppermine would be much larger in Q4 than what turned out to be the case. I have nothing against PB as I think he is a very nice person, but he clearly has very limited visibility considering the claims or prediction that he made. I have always been critical of people who post claims backed up by "I can't tell you but trust me". That offers very little to the thread. AMD has executed much better than Intel regardless of what the "real story" is. Is it yields? Binsplits? Packaging? I sure don't know, but financial statements don't lie! Intel is not doing a good job, and AMD is. The street has made the judgment accordingly. I do always, ALWAY want to hear well logical argument against AMD, as sometimes you, PB and Amy post here. Mani

To: Tenchusatsu who wrote (107646)	4/24/2000 6:22:00 PM
From: minnow68	Read Replies (2) \| Respond to of 1574212

Tenchusatsu, You wrote "...doesn't begin to do justice to the Coppermine ramp" The ramp can be a technical triumph and still fail from a business perspective. Consider that even after AMD's rise and Intel's fall in stock prices, Intel's market cap is 31.9 times that of AMD. AMD sold 1.2 million Athlons in Q1. To justify this market cap differential, Intel should have sold 38.29 million Coppermines in 2000Q1. Did Intel sell this many? AMD has projected that they will sell at least 1.8 million Athlon's in 2000Q2. Will Intel sell 57.4 million Coppermines in 2000Q2? I suggest that the market cap ratio of Intel to AMD will continue to shrink. Mike

To: Tenchusatsu who wrote (107646)	4/24/2000 7:48:00 PM
From: Petz	Respond to of 1574212

Tench, <Let's just say that the incomplete picture PB was painting on this thread doesn't begin to do justice to the Coppermine ramp. And since this thread is inclined to believe the worst about Intel anyway, his efforts proved to be futile.> Even if PB really was a "process boy" directly associated with the 0.18 ramp, he would have no clue about Intel's problems once the wafers leave the fab. But the fact is, Intel's CPU sales did not go up even 1% last quarter despite 0.18u production increasing from less than 10% to over 40% of Intel's output. This is proof that 0.18 yields are worst than 0.25 yields -- since CuMine dies are much smaller than Mendocino dies -- or that there are severe problems in packaging. AMD went from less than 10% 0.18u production to no more than 18%. Yet even this small increase in the more efficient 0.18u process was enough to grow CPU unit sales by 8%. Petz