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

To: Process Boy who wrote (55231)4/12/1999 1:21:00 PM
From: Scumbria  Read Replies (1) | Respond to of 1572780
 
PB,

(.18 / =>600 / 110mm2 / 3fabs) vs. (.25 /600? /183mm2 / 1fab)
Will be interesting to see what strategy is best.

You have ignored a key factor here. The 200x market capitalization of INTC relative to AMD. If they only make 2 billion dollars a quarter, the investors lose money.

In contrast, any good news from AMD causes the stock to go up.

Scumbria



To: Process Boy who wrote (55231)4/12/1999 2:11:00 PM
From: Jim McMannis  Read Replies (1) | Respond to of 1572780
 
PB,
RE:"Jim - <It will be great fun to watch>

Yes, (.18 / =>600 / 110mm2 / 3fabs) vs. (.25 /600? /183mm2 / 1fab)

Will be interesting to see what strategy is best."...

Aren't you forgetting Dresden? (.18u/>700/,100MM2)

As far as FAB25 and the K7, that's not even 1 FAB, that's just practice.

Jim


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