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Politics : Formerly About Advanced Micro Devices

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To: THE WATSONYOUTH who wrote (98374)3/14/2000 9:02:00 AM
From: Elmer  Read Replies (1) of 1572726
 
Re: "If they do an all level shrink to say .15um at this point, (I doubt even half of Intel's capacity is even at .18um yet), it would really be a sign of desperation. But, they will certainly do it (single fab shrink) if there is NO other choice"

TWY, I am not a process expert, however it has been my observation that 1 or more process shrinks is a normal course of events and need not be seen as a desperate move, in and of itself. I think everyone agrees that Intel has to do more than AMD to reach high speeds with this generation of design but even if that were not so I would expect to see a 5% (AT LEAST) shrink. I would venture a guess that the Willamette shown a few weeks ago was done on Intel's earliest version of their .18u process because that would have provided the most process data for timing analysis. Later versions will no doubt be on a shrink and noticably faster, but that is not a desperate move at all but simply an evolution of a process as time and experience allow for normal improvement. Shouldn't the same apply to CuMine?

EP
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