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To: fingolfen who wrote (161412)	3/7/2002 4:22:03 PM
From: Elmer	Respond to of 186894

AMD has a lot of very ambitious plans and a solid roadmap, but to remain competitive, they are going to need to execute to that roadmap. Their Athlon roadmap is already slipping. Their process roadmap is in danger of slipping as well. AMD can't rely on Intel to screw up to succeed, they have to bring value and competitive products to the market on time, or they will no longer be competitive... If only our Droidian friends could grasp these simple concepts. A set of foils does not a product make. EP

To: fingolfen who wrote (161412)	3/7/2002 10:18:18 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

FinG - Re: "AMD still hasn't transitioned to 0.13 micron in the back end (although their front-end has been effectively 0.13 micron for many, many months). That's a problem... " Nonsense. According to the Droids, MAD has been running nearly half their wafer starts in DregsDen on their 0.13 micron process since Q4 2001 - just stockpiling those tiny TurdBurds until they really need them. That explains their "low output" despite "full production" at DregsDen ! Paul