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To: Dan3 who wrote (137244)	6/12/2001 7:05:32 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Dan, If tualatin is very low power, it may be a very good chip for notebooks (and other uses), but the tualatin news so far hasn't been spectacular, Looks pretty good to me for a supposedly old core design. Just what the doctor ordered for notebooks and small servers until P4 is ready for those. Actually, I'd bet Tualatin has a considerably longer life than a lot of "experts" think. Intel capex is burning $7.5 Billion per year to hold 80% of the market while AMD is burning $0.6 Billion to increase market share to 25%. You haven't yet seen what that $7.5B is going to bring. Is it time for the "we will bury you" line? Tony

To: Dan3 who wrote (137244)	6/13/2001 1:50:19 AM
From: Paul Engel	Read Replies (2) \| Respond to of 186894

Blow Hard Dan - re": It's one thing to have $50 ASPs on parts coming from a 7 year old FAB, long since paid for by other production. All you need to cover are your materials and labor and you can chalk up the rest to profits." Uh...what 7 year old FAB ? AMD's Fab 25 didn't go into production until early 1997 with the K6 - that's only 4 years. The prior years were spent building and debugging the K5 disaster. Of course, a Lewinsky Blow like you never bother to get his facts straight - too busy hiding under the desk, eh?

To: Dan3 who wrote (137244)	6/13/2001 1:51:49 AM
From: Paul Engel	Respond to of 186894

Blow Hard Dan - Re: "If tualatin is very low power, it may be a very good chip for notebooks (and other uses), but the tualatin news so far hasn't been spectacular, and tualatin doesn't look like it's going to buy a lot of new FABs, especially with the market this poor." The Tualatin news is GREAT ! tomshardware.com HOT! An Early Look At The New Pentium III (Tualatin or Coppermine-T?)