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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Elmer who wrote (154903)	1/11/2002 5:53:24 PM
From: Charles Gryba	Read Replies (1) \| Respond to of 186894

Elmer, the only time AMD has lousy yields is when they try to push a process to its limits ( the same can be said for Intel ). C

To: Elmer who wrote (154903)	1/11/2002 6:14:38 PM
From: TimF	Respond to of 186894

am sure AMD could manage to make such low-volumes. Why are you sure? AMD has never been able to make a large die and I think it's because of their yield problems. Even assumeing AMD does have yield problems (something I don't yet think is firmly established) I don't see how they would prevent them from producting low volumes of high cache chips. At .13 I would imagine that the die would be a lot smaller then the .25 Athlon die (even with no on die cache) was even if it had 512K or more of cache on die. Also if yield problems reduce the output that would not preven a low volume chip from being release unless the yield problems where truly aweful. Of course if Intel convinced the market that even mid range chips need 1meg of cache and AMD could only produce low volumes of chips like that then it would hurt AMD. I don't think this is likely to happen but it is possible. I think the main reason the Mustang was cancled is lack of demand for server chips from AMD. People are used to using Intel for servers and it will be a very difficult nut for AMD to crack. AMD does finally have a few small vendors selling dual processor servers but no big names. Until and unless AMD can convince a top 10 (preferably top 5) vendor to make servers with AMD chips it probably doesn't make sense to make a special chip just for servers. (The MP really isn't a different chip, it's just an XP that is tested and certified for dual processor systems). In other words I don't think it is a production problem, but more a problem like what wanna_bmw was talking about. AMD need to improve its OEM relationships and marketing. Tim