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Technology Stocks : Intel Corporation (INTC)

INTC 35.53

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Nov 14 9:30 AM EST

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To: Tony Viola who wrote (93279)	12/1/1999 6:20:00 PM
From: Tenchusatsu	Read Replies (3) of 186894

Tony and Jim, <How easy is that to do [adding on-die cache to Athlon]? Not exactly like putting a Big Ben puzzle together, especially if you want good yields.> AMD had problems when they added an on-die cache to the K6-2 core and called it K6-III. Either yields were too low, or die size was just too large causing unit shipments to drop, or demand just wasn't there. Or perhaps it was a combination of all three. In any case, K6-III (which even beat Pentium III in a few office benchmarks) became a non-issue. By the way, I believe AMD is scheduling their Thunderbird core (Athlon w/ on-die L2 cache) to be released in Q2 2000. Not sure how quickly they can ramp production on that bad boy, considering that AMD only has one fab to work with (I don't think Fab 25 will be producing any Thunderthighs.) Tenchusatsu

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