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To: fyodor_ who wrote (28271)	2/13/2001 11:12:08 AM
From: niceguy767	Respond to of 275872

fyodor: "the P3 yields continue to average around 75-80%." With the bulk at 600 to 700 MHz???

To: fyodor_ who wrote (28271)	2/13/2001 11:17:46 AM
From: ajbrenner	Respond to of 275872

Re:I'm sure a couple of people on this thread will... disagree... with the above claims. Would they be the same people that warned us the party would be over for AMD with the introduction of the P4. All I can say is "I stand by their record". ajb

To: fyodor_ who wrote (28271)	2/13/2001 11:27:44 AM
From: AK2004	Read Replies (1) \| Respond to of 275872

Fyodor Intel punished twice with p4 - lower yields and larger size. Obviously Intel counts on .13 or otherwise there would be no 50% p4s by 2002. .13 is not a done deal yet and hence represent the risk that is not common for Intel. Would you think with 100% certainty that there would be no transition problems for Intel? Keep in mind that when amd bet their "farm" amd was a risky venture and priced as such. Intel on another hand is not considered as risky as amd and hence can not afford bets Regards -Albert