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To: Dan3 who wrote (161761)	3/10/2002 11:03:37 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Liar Dan - Re: "Get some perspective, learn how to read, and try to pretend you're a human being. " Oh I am a human being - but you are a COMPULSIVE LIAR . And you know it and everybody else knows it. Still think MAD is going to be selling 25 Million Hamsters per quarter early next year? {===============================} To:wanna_bmw who wrote (143840) From: Dan3 Saturday, Sep 22, 2001 10:11 PM View Replies (1) \| Respond to 143942 of 143946 Re: Your various posts on the Mod AMD thread tonight Do you realize what a critical period Intel is approaching? More that 100% of CPU unit growth is taking place in Asia (as sales in North America and Europe decrease) and VIA is absorbing most of that growth. Intel walked away from the well accepted, inexpensive, widely available socket 370 market it spent years developing - and VIA is reaping the benefits of all that effort. Meanwhile AMD now has the Gresham FAB - designed for 300mm, copper, and sub .13 - to back up Dresden if it needs it. AMD could be producing 25 million 64 bit hammers per quarter by early 2003. Intel could find itself relegated to less than 50% of the CPU market as early as then. Intel could execute flawlessly with its IA-64 strategy and find itself stuck with a white elephant as its customer base stays with software that is consistent and compatible.

To: Dan3 who wrote (161761)	3/10/2002 11:06:25 PM
From: Paul Engel	Respond to of 186894

Dannie Girl - How did MAD get that Gresham fab from Fujitsu without paying Fujitsu the $125, 000,000 MAD promised to pay? Looks like Fujitsu is getting screwed, Saxony will get screwed when MAD "reschedules" their debt payments again- and UMC will get in line to get screwed by MAD a few years down the road when MAD bails out of the 300 MM fab deal ! {==========================} To:wanna_bmw who wrote (143840) From: Dan3 Saturday, Sep 22, 2001 10:11 PM View Replies (1) \| Respond to 143942 of 143946 Re: Your various posts on the Mod AMD thread tonight Do you realize what a critical period Intel is approaching? More that 100% of CPU unit growth is taking place in Asia (as sales in North America and Europe decrease) and VIA is absorbing most of that growth. Intel walked away from the well accepted, inexpensive, widely available socket 370 market it spent years developing - and VIA is reaping the benefits of all that effort. Meanwhile AMD now has the Gresham FAB - designed for 300mm, copper, and sub .13 - to back up Dresden if it needs it. AMD could be producing 25 million 64 bit hammers per quarter by early 2003. Intel could find itself relegated to less than 50% of the CPU market as early as then. Intel could execute flawlessly with its IA-64 strategy and find itself stuck with a white elephant as its customer base stays with software that is consistent and compatible.