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Politics : Formerly About Advanced Micro Devices
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To: Process Boy who wrote (81328)11/29/1999 12:56:00 AM
From: kash johal  Read Replies (1) of 1573092
 
PB,

RE:"Good! If your attitude is indicative of AMD's, then Intel has an easier row to hoe :-)).

For the record, most folks familiar with device design and process technology are not calling Intel's .18 process "dogshit slow".

AMD probably has an advantage in that their core is a new design. This will help them vs. MHz if for the sake of argument thier xtors are not as fast as Intel's.

Intel's xtor process is most likely a little better, coupled with an iteration of a core that's older.

Pro's and cons on both sides.

My prediction remains tit for tat vs. MHz. Of course, both sides have to execute on the manufacturing side to make this happen. If one side stumbles, they're going to fall behind rapidly."

I shall withdraw that remark.

The transistor process is clearly faster than AMDs.

But after routing, chip design, metal interconnect etc the end result is clearly slower.

It seems to me that Intels sweetspot is in the 600-650Mhz speed grade with maybe 10-25% of devices hitting the 700/733 speed grades. So Intel is struggling to ramp capacity and yields. Once they produce 10M Cumines in Q1 then they may have 2-3M units in the 700/733/750 speed grades.

AMD has been yielding large percentage of parts at speeds of 650/700 at 0.25 micron and the chips seem to be POWER limited more than delay driven.

The 750 introduction tomorrow will be telling. If this is the ONLY 0.18 micron speed grade introduced it will tell us an awful lot about their speed distributions.

Of course if the introduce ATHLON 0.18 micron speed grades of 533/550/650/700/750 then it may tell us that their speed distribution is similar to Intels.

Lets wait and see - not too long to wait.

regards,

Kash
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