Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: niceguy767 who wrote (83649)	12/20/1999 12:08:00 PM
From: kash johal	Read Replies (1) of 1572552

Niceguy, RE:"I'd take with a grain of salt the relentless some-time-in-the-future promises from Intel, particularly coming on the heels of the failure to meet promises witnessed over the past 3 months... If indeed Intel is able to provide the promised few processors in the short term, there is little reason to believe that any system that "these promised few" show up in will be more expensive than any comparative system running on the "spry Athy" of the same MHz. The false responses by Intel to the 700 and 750 Athlons have cost INTC dearly, not only in incremental cost to produce, but more importantly in consumer perception of the PweeIII. Gonna be real tough for INTC to shake its new image with the consumer which seems to be leaving "Intel outside". Have to say it again: The Athlon is the "better mousetrap at the better price". The PWeeIII has had its day in the sun! Wonder just how much more incremental production cost INTC is willing to eat in attempts to polish its badly tarnished PWeeIII image and how many false starts before they bring any meaningful production to market exceeding 733 MHz? " I think you underestimate Intel at your peril. Intel has apparently done a mask rev and bin yields have improved. Even if 800Mhz parts are only 10% of total parts in Q1. Out of an expected 10M+ Coppermines that still means over 1M 800Mhz speed grades. As far as the better mousetrap - the Athlon is a great design. However it is fighting with both arms behind its back. Once on board cache comes on chip - they will have one arm back and once DDR SDRAM and MB's come out they will have the other arm. And all this is probably 3-6 months away. And as far as costs to produce the coppermine is MUCH cheaper to manufacture than the Athlon. regards, Kash

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