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

To: xun who wrote (107654)	4/24/2000 7:17:00 PM
From: xun	Read Replies (2) \| Respond to of 1574420

Thread, where are those AMD price cuts the Register expects? Do AMD and Intel finally agree that duopoly is better than mutual destruction? Anyone speculate what's cooking at the AMD shareholder meeting? That should be the perfect occasion for Jerry to pour more fuel to the fire, IMHO. panic

To: xun who wrote (107654)	4/24/2000 7:49:00 PM
From: Mani1	Read Replies (1) \| Respond to of 1574420

Panic re <<Fab 30 looks great!>> Yes indeed! PB used to say that going to copper and 0.18 at fab 30 is like swinging for the fences and not advisable. ITS WELL HIT, GOING BACK.....BACK......AT THE WARNING TRACK.... Mani

To: xun who wrote (107654)	4/24/2000 7:56:00 PM
From: Cirruslvr	Read Replies (1) \| Respond to of 1574420

Panic - RE: "Fab 30 looks great!" This paragraph is reassuring - "Already the Dresden fab is proving skeptics wrong. They had speculated that AMD would have trouble getting all of the next-generation production technologies off the ground at the same time. But even with copper, where several chip makers found early yields disappointing, the new AMD fab "is finding copper processing no big obstacle," according to Doran." Now we just wait for the output to hit the market...