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Politics : Formerly About Advanced Micro Devices
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To: Process Boy who wrote (73582)10/1/1999 12:19:00 AM
From: kash johal  Read Replies (1) of 1573018
 
PB,

Re:"Intel had .18 Dixon's in volume production way before the K7, something that was actually quite a success sales wise in the Mobile Market. The "Quick Shrink" design limited its Fmax, but it was intended as a vehicle for demonstrating the viability of the process, as opposed to putting out a high MHz part.

BTW, have you seen a K7 FET in cross section? How 'bout an Intel .18 FET? Just curious."

PB, the dixons were dogshit slow. AMD is already shipping mobile k6-2 475's with amds latest shrink to AMDs 0.25 process. Dixons are still 400Mhz i believe.

In addition AMD is now shipping high volumes of 600/650 and soon 700Mhz K7 cpu's.

And Intel is maxed out at 600Mhz.

Now soon in 30-45 days Intel will introduce coppermine - maybe at 733 or even at 800Mhz and recapture the performance lead - MAYBE.

The key here is that ONLY 6 months ago - AMD was way behind.

Now THEY are ahead right now- facts are the FACTS.

A short while ago Intel had an unassailable design and manufacturing lead.

Today AMD has an opportunity to Shatter Intels market position:

1) In servers -thru the Athlon Ultra - with up to 8Mb of L2 cache.
2) Thru Dresden/Cu - maybe they can't yield any - we'll find out more in a few months - but if they can u better watch out.
3) Thru Fab 25 ramp of 0.18 Al - halving the die size and slashing costs.

Now the cuurent stock prices of both companies assume that Intel cannot fail and that AMD must fail.

With Intels relatively poor performance over the last two quarters this is no longer the sure safe bet it used to be only a few months ago.

And as far as FET X-sections go - whats your point.
Is AMD's current Athlon Fet faster than Intels 0.18 or is it slower than what Intel is using for current Coppermines.
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