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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Kevin K. Spurway who wrote (36038)	8/15/1998 12:51:00 AM
From: Yousef	Respond to of 1572987

Kevin, Re: "Come on, Paul. Intel has no use for that DEC fab." Intel's purchase of the DEC Fab almost guarantees that Alpha will not live much beyond the current design. Who's going to build future Alpha's ... Samsung ?? Please don't make me laugh ... If Intel builds them, then this will be another high margin CPU that Intel will sell to Compaq. My guess is that it will sell to Compaq for 2X a Xeon. <ggg> Make It So, Yousef

To: Kevin K. Spurway who wrote (36038)	8/15/1998 12:55:00 AM
From: Paul Engel	Respond to of 1572987

Kevin - Re: " Intel is delaying their Fort Worth fab because they currently have excess .25u capacity " Intel delayed the Texas Fab at the same time (October 24, 1997) that the DEC Fab purchase was being finalized - to avoid having excess 0.25 micron capacity. The announcement of the DEC purchase was October 27, 1997. Re: "Now, Intel is stuck manufacturing chips for DEC/Compaq at below market prices, " Intel is also the owner of all of DEC's STrongARM products and developments - which are made in that fab. Intel has a good chance to turn that into a several Billion Dollar business - my guess is that in 5 years, Intel's StrongARM division will approach AMD in size. I hope that is due to StrongARM growth and not continued shrinkage in AMD. Paul