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Politics : Formerly About Advanced Micro Devices
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To: Paul Engel who wrote (116179)6/18/2000 2:15:00 PM
From: Dan3  Read Replies (2) of 1572159
 
Re: Intel Processors from 600 to 933 MHz will accompany each chip set !

Still can't get the 1GHZ to run reliably. How long has it been now?

Let's see, this is the period during which Intel has converted its PIIIs from 123mm2 to 106mm2 and its Celerons from 154mm2 to 105mm2 and has opened a new megafab in Israel. And it shouldn't need the lines previously used to produce cache, since the new chips have on chip cache.

But suddenly it can't support demand because it hadn't planned for sufficient expansion. Trouble is, it's hard to look at the paragraph above and not conclude that there should have been plenty of capacity - unless something negative has been going on with yields.

There is even a story that Intel is giving up, for now, on the Coppermine core in volume and falling back to the old Katmai core - can this be happening? Is Intel back in the cache business?
realworldtech.com

Remember how you kept telling us all that AMD was in big trouble because it faced the costs of CPU+Cache+Module in its Athlon while Intel had the on-chip cache Coppermine? And that Intel could make big profits on chips that it was selling at AMD's cost of production? Most of us AMD longs thought the the profitability of CPUs was such that on-chip or off-chip cache wasn't a make or break issue. What's your current thinking on the topic?

Dan
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