To: Dan3 who wrote (52114 ) 8/23/2001 1:52:17 AM From: wanna_bmw Read Replies (2) | Respond to Dan, Re: "AMD is also going into 2002 with unprecedented manufacturing capacity. With thoroughbred speced out at 80mm2, and both Austin and Dresden at full capacity, OEMs will, for the first time ever, be able to worry less about Intel's "cut off your oxygen" threats. By Q1, between Dresden and Austin, AMD will be able to supply around 15 million CPUs per quarter." "Right now, Intel is able to intimidate the OEMs into barring AMD from the "business" market - try and buy a "corporate" PC from any OEM with an AMD processor and see what you get. I have looked, and they aren't available - Intel has made it quite clear that any company that dares to offer an AMD corporate PC will be cut off. The result is that Intel is able to get 90% of the market's revenue from 75% of the unit sales" "I still can't believe that Intel spent all that money to wind up lacking the process technology that every other major player in the industry claims is absolutely necessary to be a performance leader." just IBM and Motorola. TI isn't using SOI. TSMC and UMC aren't. Neither is Samsung, Toshiba, or any others that I can think of. You're playing into marketing hype, plain and simple. There is no evidence that AMD will receive a huge benefit, and there is certainly no evidence that Intel is missing any benefit. And you will still find it unbelievable when Intel's investments in manufacturing pay off over the next year, and allow them to meet the demand of a recovering economy. At the same time, AMD will be going through expenses that they haven't had to make so far, and nothing is certain that they will get their processes out and binning well on time. Intel's .13u process is already working.
