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To: Pravin Kamdar who wrote (147338)	11/10/2001 8:40:09 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Pravin, Well, engineering school teaches worst-case analysis, and, to me, you need to be a devil's advocate at all times and be leery of any happening. Like, design for the best but expect the worst. Worst case is something may be fishy. Tony

To: Pravin Kamdar who wrote (147338)	11/10/2001 8:50:28 PM
From: Paul Engel	Respond to of 186894

Ban Ban Pravin - Re: "AMD's virtual gorilla is gaining weight!" Is that why they are moving so SLOW with their product introductions? AMD - out of one side of their mouth - spouts off that their Dregsden FAB can crank out 50 million CPUs/year - enough for 35% of the world's CPU consumption - and out of the other side of their mouth claims they need additional CPU capacity to increase their market share beyond 22%. Something doesn't compute in AMD Ghoulrella land ! One side of their mouth is lying - which one is it?

To: Pravin Kamdar who wrote (147338)	11/10/2001 9:02:17 PM
From: Elmer	Read Replies (2) \| Respond to of 186894

I don't think that AMD increasing capacity at a foundry (high performance capacity, at that) can be considered in any way a negative. You obviously haven't done any process conversions with ASIC fabs. I have, lots on them. ASIC fabs underperform a top rate fab like Intel's and (presumably) AMD's. They are intended to run many different products and can not be optimized for AMD. They get paid by the wafer and not binsplit. Any hope of a high performance Athlon coming from an ASIC fab is just plain silly. Something is wrong in AMD land and this is a disaster recovery plan. EP