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

To: Steve Porter who wrote (107795)	4/25/2000 1:41:00 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 1575596

RE:"You also forget that willamette has a VERY large die size comapred to any CPU currently on the market, and will therefore FURTHER capacity constrain Intel." I didn't forget but maybe this Pat fellow forgot the Willy needs a chipset...a few motherboards etc... Intel is increasing capital spending and FAB space over the next few years in hopes of Willy and Merced I suspect. OTOH, Intel just is getting their Coppermine ramp going...so then they will have to switch over so FAB space to get Willy off the ground. This is another reason for a slow ramp. No volume until 2001...this is what I said in December 99. Jim