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

To: Tenchusatsu who wrote (107652)	4/24/2000 7:24:00 PM
From: Charles R	Respond to of 1574296

Tenchusatsu, <Actually, I think that's EXACTLY what happened. > Not quite! PIII MHz ramp has definitely been far better than most people thought it would be but it was clearly no match for Athlon. As even PB admitted in one of his last posts on the thread. By the time the next CuMine steppping kicks-in (which is supposed to increase 1G to "yielding" status) AMD would have converted most of the production to Thunderbird and probably be not yielding much product below 1G. Looking forward to Wilamette. <Intel underestimated demand, so they had to make up for a lack of sheer fab capacity by ramping production per fab faster than ever before.> Heat of competition and the rapidity with which Intel is having to do the 0.18 ramp has probably more to do with the shortage than underestimating demand. It is tough to not concede that high end yields are still sucky and that has a lot to with this. Chuck