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Politics : Formerly About Advanced Micro Devices

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To: hmaly who wrote (113150)5/28/2000 8:22:00 PM
From: kash johal  Read Replies (1) of 1573247
 
hmaly,

I think the rumor is NOT credible.

AMD's sweetspot out of Austin seems to be around 800-900Mhz.

Cu may give a 10-15% boost.

If they are running faster front end then they may gain another 15-20%.

It's tough to see a sweetspot above 1.2Ghz.

This means they may have some yield at 1.4Ghz and some as low as 1Ghz.

The idea that almost everything is yielding at 1.5Ghz would imply that some parts should yield as high as 1.8-2.0Ghz.

I just don't buy it, and the thread shouldn't get too excited about this type of BS.

Frankly the realistic possibility of HUGE AMD volumes in the 1.0-1.4Ghz range in 2H 2000 are exciting enough and well beyond where Intel is today.

regards,

Kash
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