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

To: Mani1 who wrote (109597)5/6/2000 8:58:00 PM
From: kash johal  Read Replies (2) | Respond to of 1575802
 
Mani,

re: "Willamette die size and no way to 2M units"

I have no idea how big willy is.

But lets assume its around 180-200mm2.

Remember this is not much bigger than the old Celeron's at 0.25 micron!!!

And Intel will have TONS of 0.18 capacity in Q4.

Even at 50 DPW and I expect they will yield MUCH higher than that 2M units requires only 40K wafers.

Even with the botched cumine launch they shipped 2M units in Q4 last year.

regards,

Kash



To: Mani1 who wrote (109597)5/7/2000 2:17:00 AM
From: Charles R  Read Replies (1) | Respond to of 1575802
 
<I would be shocked if they did even half that.>

Well that would mean you are counting on Intel to screw up again. The odds might be in your favor but does not sound like a safe bet to me.


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