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

To: kash johal who wrote (59024)	5/20/1999 4:47:00 PM
From: Process Boy	Read Replies (1) \| Respond to of 1583348

Kash - <The only problem I have is with the wafer cost of $3,250 per wafer.> I don't agree with all of his numbers either, but in general his arguments are sound. <Sure hope the consumers want high end chips rather than lower end chips.> The reports that higher end demand will vanish are premature at this point, IMHO. Of course, this scenario would hurt both companies until one or both readjusted their business plans. I, as an intellabee, am sure glad Intel has the Xeon line as somewhat of a hedge against the unthinkable above. You are talking about the PIII market segment going away, right? PB

To: kash johal who wrote (59024)	5/20/1999 5:02:00 PM
From: d e conway	Read Replies (1) \| Respond to of 1583348

Kash... << .18 micron fabs running next year...HUGE volumes of celerys >> Big worry for Intel...what do they do with all that capacity? Oversupply kills the golden goose. Of course, also there can be no price relief for AMD. regards, Dan

To: kash johal who wrote (59024)	5/20/1999 8:45:00 PM
From: dumbmoney	Read Replies (2) \| Respond to of 1583348

It scares me that Intel will have 4 0 .18 micron fabs running next year. With Celeron die sizes of 80mm2 that translates to HUGE volumes of celerys. Sure hope the consumers want high end chips rather than lower end chips. Otherwise sayonara to higher stock prices to both Intel and AMD. Yep, there's a real possibility of a bloodbath. AMD should put the Dresden fab on hold, but I'm sure they won't. It's going to get ugly.