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Politics : Formerly About Advanced Micro Devices

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To: Joe NYC who wrote (103674)4/11/2000 12:43:00 PM
From: Mani1  Read Replies (1) of 1570742
 
Joe Re <<You have mentioned die size repeatedly. Do you have a guess about Willy's die size?>>

It is much bigger than PIII, I can't say anymore than that.

Re <<What about Intel's migration to .13u?>>

That won't happen early enough for Ted's scenario to come true (earning's warning by 9/00 or 3/01), not even close.

Re <<I would be surprised if Intel was not putting huge amount of resources into accelerating the .13u process development.>>

They are doing just that, but the migration to 0.13 will not happen overnight, in fact it will be very slow. Fist of all the equipment makers are not ready specialy the front end litho. There is not a whole lot chipmakers can do but to complain about the equipment makers being too slow (Intel is doing just that).

Mani

Mani
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