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To: Dan3 who wrote (4526)	8/11/2000 9:50:24 AM
From: drachelle	Read Replies (1) \| Respond to of 275872

RE: "If that's correct we should see systems readily available for $2,000 in Q4, right? If that's so, and given those pricing numbers, and the fact that Intel is building new FABs for P3s that won't open until next year, I think we can assume a catastrophe has occurred in the P4 program. Performance must be horrible. It's as though AMD said they were going to start shipping the Athlon next month, and that their new FABs currently under construction were being built to produce K6s next year." One difference is that Intel can still pull this kind of nonsense off, without the market questioning it, while AMD is not forgiven, even for excellent performance. drachelle

To: Dan3 who wrote (4526)	8/11/2000 10:21:50 AM
From: Jim McMannis	Read Replies (1) \| Respond to of 275872

RE:"I think we can assume a catastrophe has occurred in the P4 program. " The only disaster we really know about is RAMBUS... That's enough for Intel to keep the P3...don't you think? Jim

To: Dan3 who wrote (4526)	8/11/2000 11:26:15 AM
From: semiconeng	Read Replies (2) \| Respond to of 275872

If that's so, and given those pricing numbers, and the fact that Intel is building new FABs for P3s that won't open until next year, I think we can assume a catastrophe has occurred in the P4 program. Ummm I think your "assumption", might be a bit skewed. When you say that intel is "building new Fabs for P3s", you seem to be implying that a Fab is built for a "product". That is not so. A Fab is built for a standard of cleanroom cleanliness, and an anticipated "Process". What "Products" can be run on that process, can be changed by replacing the Lithography masks, and adjusting the recipes on the other process tools. Any Fab that can run P3, on say, 0.13u process, can be converted in a matter of weeks to run P4 simultaneously, on the same process. SemiconEng