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To: milo_morai who wrote (157473)	1/31/2002 5:52:21 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

You ever go into the Far East on a joint venture? You be lucky to get out of there with your 'nads, man. Good luck to AMD.

To: milo_morai who wrote (157473)	1/31/2002 6:56:52 PM
From: wanna_bmw	Read Replies (2) \| Respond to of 186894

Milo, Re: "Well AMD nows had 300MM and later 65nm in 2005 at the new fab. With Fab 30 at 90nm 2003/2004 and such smaller dies. I think AMD is looking much stronger today." Ok, it looks like AMD won't be capacity constrained starting some time in 2005. That's still 3 years away, though, and a lot can happen between now and then, especially with regards to the product strength between both companies. Design wise, you can do much more with a larger die, but if AMD thinks they can do well with a K7/K8 type core for the next several process generations, then more power to them. We'll have to see what the market requires in the future, and how competitive AMD's parts will be at that time. Also, it looks like Tony caught one of the Jerryisms from today's conference - the "kills off Intel's last advantage" bit - is volume and capital really Intel's last advantage? Is a UMC/AMD joint venture in 2005 going to solve both of these for AMD? wbmw