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Politics : Formerly About Advanced Micro Devices
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To: Tenchusatsu who wrote (89460)1/25/2000 3:05:00 PM
From: kash johal  Read Replies (1) of 1571399
 
Tench,

Re: "0.18 volumes and capacity"

I think you are clearly right on overall unit capacity.

However one clear advantage AMD has is its flawless 0.18 execution.

By early Q2 almost all CPU starts will be at 0.18 micron.

This gives AMD a major advantage in the MHZ wars.

And Intels Rambus fiasco continues to shoot OEMs margins in the head for high end chips.

And wait till spitfire comes out.

It will likely outperform the cumine-256 in a clk by clk basis - unless Intel rigs some more SSE optimized benchmarks of course.

regards,

Kash
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