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Politics : Formerly About Advanced Micro Devices

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To: ajbrenner who wrote (116025)6/15/2000 5:40:00 PM
From: Jim McMannis  Read Replies (1) of 1578611
 
Aj,
Nice archiving there...
RE:"To: Cirruslvr who wrote (83952)
From: Elmer
Wednesday, December 22, 1999 12:12 PM
ET
Reply # of 116025

Re: "This is all the info I have read about exclusive cache "

That is a good description of an "exclusive" cache. Thanks. I must take issue though with
some of the idle speculation regarding Intel's down binning of CuMines to PIII Celerons.
The reason I don't think that will happen is because with the huge demand for both
products, there would be no way to meet the PIII Celeron demand using only the CuMine
L2 fallout. They simply don't get that many bad parts and despite the rumors, I have good
reason to believe the CuMine yields are very good, even by Intel standards. Intel also
wouldn't intentionally do wafer starts targeted for Celerons using the larger die because it's
just a waste of silicon. They'll design a smaller die to reduce costs."

Apparently this is a sore spot for Elmer....

So maybe Intel is taking Coppermines with 256k cache, laser zapping 128k, and is selling the chips for 1/3 the price?
Great profit strategy there...(ohhh yeah!)
I guess they figure they will make it up on volume...jajajaja

It would say one possible good thing about yields, that Intel is yielding good enough to be able to cripple some coppermines, otoh, maybe they have plenty of lower bin splits to disable. <G>

On the other hand, maybe it's like pulling teeth for Dell to get a good supply of Celeron IIs because Intel really doesn't like marking them down (especially being capacity restrained) and Dell really IS going to switch to the
D U R O N...
Which is it's own core...unlike the Cellie II... BTW...

Jim
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