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Technology Stocks : Intel Corporation (INTC)
INTC 35.53-1.1%Nov 14 9:30 AM EST

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To: Haim Barad who wrote (99170)2/15/2000 4:47:00 PM
From: Saturn V  Read Replies (1) of 186894
 
Ref- <The entire Powerpoint presentation was running on a Willy. Think of it. First silicon and they're betting the entire presentation on the chip. It's one thing to make a quicky 2 minute demo and say "wow, that's fast"
it's another thing to use it for a couple of hours.
n my mind, that's the important news. >

Wow I am impressed. This implies that not only is Willamette silicon pretty clean, but the new infrastructure(chip set,mother board BIOS) are pretty healthy too.

Maybe the schedule and shipment estimates are sand bagged and maybe Willamette can be in significant volumes in Q3,if the 0.18 micron capacity situation allows it ! ( I do not know the size of Willamette).

I am impressed by the improvements in Intel's design methodology. For the P5 ,Pentium MMX,and the P6, Intel took one year from first silicon to volume production. Willamette seems to have improved things dramatically. AMD's new strategy is to find holes in the published Intel roadmap and exploit the holes by speedier execution than Intel. If Willamette is a good precursor, this strategy may not be effective. [ AMD's strategy for 15 years was 25% cheaper than Intel. The Celeron effectively killed that strategy.] Now AMD will have to wait in the wings and take advantage of Intel's fumbles.

BTW I see no mention of performance metrics apart from raw MHZ. I presume that Willy has more Integer units, and either faster or more FPU. Any discussion of that ?
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