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Politics : Formerly About Advanced Micro Devices

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To: Paul Engel who wrote (72728)	9/22/1999 2:36:00 PM
From: Charles R	Read Replies (4) of 1574198

Paul, <Re: "Sharky seems to be talking about replacements to current PIII line). This seems like a major manufacturing deal to me" It is ! And look at the benefits - the Coppermine die size is about 106 sq. mm. vs 130 +/- sq. mm.. for the Pentium III (0.25 micron) . And yields on the 0.18 micron process are excellent (in the Intel sense of the word). That's an 18% die size reduction - not to mention a great cost reduction in packaging - since external L2 SRAM chips are eliminated - and the Coppermine can slip into a "cheap" FC-PPGA package.> I fully understand the benefits of moving the business to CuMine but I am trying to scope the operations aspect of it. Where is the FSB speed set? Wafer sort? Some where else? I know Intel's margins will be great after the transition. But, I am wondering why they even bothered to do the 600/533 PIII-Katmai launch next week. Is this a inventory clearance situation caused by building 133 MHz FSB Katmais as a backup plan for CuMine? If not, where is the reward for this complication? Chuck

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