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Politics : Formerly About Advanced Micro Devices
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To: Process Boy who wrote (70979)9/4/1999 5:18:00 PM
From: kash johal  Read Replies (1) of 1575140
 
PB,

Re:"<The big battle is Q1/Q2 2000 when AMD's 0.18 comes on line and dresden comes on line. If Intel cannot match the Mhz ramp of AMDs 0.18 micron Al and Cu process then u better get ready for a stock implosion.>

OK, and if Intel can match the MHz curve? I take it by the accentuating negative, you're skeptical."

I simply don't know if Intel can match or exceed AMD Athlons speed ramp.

If I could predict the future .........

The big question for AMD is Cu yields.
The big question for Intel will be rambus price/availabilty.

PS I just started a new AMD/Intc/RMBS thread for sane discussion on this.

regards,

Kash
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