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Technology Stocks : Intel Corporation (INTC)
INTC 37.89-0.1%3:59 PM EST
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To: Paul Engel who wrote (100398)3/6/2000 8:16:00 PM
From: Elmer  Read Replies (3) of 186894
 
Paul -

I have been traveling on business and have had very limited access to the web. Perhaps this has been discussed already but I just downloaded AMD's new datasheet for the 1GHz Athlon and saw 1.8V nominal Vcc! Now I want to give credit where credit is due and AMD has done a fine job getting this product ready for production, even though none are available at this time it looks like they will be next week. What really makes my hair stand on end is that 1.8V Vcc!!! This is not what one would see from a product that has lots of headroom. This is a last gasp desperate effort to push the gate oxides to the very limits of reliability. If Intel's 1 GHz part has lower Vcc than 1.8 Volts I am inclined to believe that AMD has completely shot their wad here and Intel is the one with headroom.

So if Intel has headroom, where're the parts? Knowing Intel, I believe they have a production stepping that produces good binsplits to 1GHz. However I think Intel will run two steppings (at least) until they have a good production history on this new highspeed stepping before they commit the whole factory system. This new version may only run at one fab until it's well characterized and understood. So volumes could be limited for a time but this should not be interpreted to mean the binsplits are poor, just that the wafer commits may be limited for this flavor. Intel is constantly improving their designs and process and I strongly believe that 1GHz is far from the top speed for CuMine. It will be very interesting to see the Vcc for the Intel 1GHz part.

EP
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