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Politics : Formerly About Advanced Micro Devices

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To: Jim McMannis who wrote (81148)11/26/1999 8:25:00 PM
From: Charles R  Read Replies (3) of 1572234
 
<Two good things...
1. listen to this...
biz.yahoo.com >

Two not necessarily good things for AMD. I hear that -

a) Wilamette program continues to be largely on track. Wilamette itself might have slipped by 2 or 3 weeks (insignificant in the scheme of things) and Colusa seems on target for next week.

b) Intel's 0.13 seems on target (first silicon is expected to be CuMine+ in Q2 followed by Wilamette in late Q2 or early Q3). As the long timers on this thread may know, CuMine+ is Intel's backup in case of Wilamette problems. Rumor mill indicates a high degree of confidence in hundreds of ku of 0.13s in Q3. So, 1GHz looks pretty certain for Intel in Q3. AMD may have a quarter lead on that right now but Intel is moving pretty fast on the process side.

Chuck
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