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Politics : Formerly About Advanced Micro Devices

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To: tejek who wrote (67032)7/30/1999 1:58:00 PM
From: Charles R  Read Replies (1) of 1574326
 
Ted,

<However Anand is saying in this article do not be surprised if there are PIII's at 650 or 700. Is that possible? >

I have said on this thread before: Anand identified the L2 cache as the botleneck for ramping PIII speeds. Intel can probably do a speed grade or two above 600MHz on 0.25, but the bins are probably going to be very light. Intel will try to get customers hold on to the perception of performance leadership as long as they can.

I am fully expecting Intel to go to 667MHz this year whether it is going to be 0.25u or 0.18u I am not sure. If it is 0.25 it will be symbolic and low volume, if it CuMine then it probably will be in customary Intel volumes.

Unlike Anand, however, I believe the ball is AMD's court. AMD has to prove that they can ship at speed grades equal to or better than Intel - in volumes (Millions). I do not doubt AMD/Athlon's potential but I do like to see them execute and show it to the world. Once AMD delivers, the ball will be Intel's court.

Chuck
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