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To: Dan3 who wrote (113531)	10/14/2000 10:10:06 AM
From: Elmer	Respond to of 186894

Re: "I'll grant you that AMD has encountered chipset delays that postponed expansion into new markets. But processor yield problems? Do you have access to pricewatch? Do you think that all those parts at all those speeds are available because AMD is having yield problems?" Dan, I've done the math here so many times my fingers are sore. AMD continues to claim they can sell all the Athlons they can make and an analysis of their fab capacity says they can make far more Athlons than they are currently making if one assumes good yield. If we are to believe AMD, they have the fab capacity, they have the customers but they don't have enough Athlons. EP

To: Dan3 who wrote (113531)	10/14/2000 1:36:26 PM
From: Paul Engel	Read Replies (3) \| Respond to of 186894

Monica - Re: "Do you have access to pricewatch? Do you think that all those parts at all those speeds are available because AMD is having yield problems?" Pricewatch has 30 vendors selling 1 GHz Pentium IIIs - Do you think that all those parts at all those speeds are available because Intel is having yield problems? Paul