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Technology Stocks : Intel Corporation (INTC)
INTC 37.81+1.5%3:46 PM EST

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To: Doug M. who wrote (83847)6/18/1999 4:45:00 PM
From: Paul Engel  Read Replies (4) of 186894
 
Doug - Re: "from what I understand the AMD K7 demonstrations have been with what from what I assume are highly tweaked engineering prototypes."

I have no idea if this is true.

In the past, AMD delivered custom built K6 and K6-2 machines with all the high speed goodies to show off their processors - but that is what marketing is all about.

Re: "Are you aware if there is a production versions ready yet or are they just delivering pre production samples?"

AMD seems to indicate that they are shipping production versions to customers - in modest quantities.

Re: "AMD (the manufacturing wimp) may be in real trouble with their K7...especially when they try to produce it on .18 micron with copper down the road. What do you think? "

That's entirely possible.

However, I think their current K6-2 and K6-3 CPUs are already incorporating front-end 0.18 micron modules - so they are gaining some experience with their older products.

Re: "Would you venture to take a guess when AMD may really be ready with the K7 and the necessary infrastructure?"

If they have one working chip set design and functional K7's, they are ready now.

But ready for what?

To be successful, they need to have these in production at high volumes as well as extensive verification that the the entire "system" is bug free.

I don't see them reaching this plateau for a LONG TIME - certainly not this year.

Re: "Also, I'd like to try and clarify that Intel is getting satisfactory yields with the 500mhz Coppermine. "

That's not a problem - a large percentage of Coppermine actually exceeds 600 MHz on room temperature wafer sort - but that degrades with temperature.

Paul

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