Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 257.37

+2.9%

3:49 PM EST

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To: EricRR who wrote (4983)	8/14/2000 3:20:24 PM
From: kash johal	Read Replies (1) of 275872

Ratbertryand, re: Intels 0.13 and tualatin. Well Intel is big enough where they are covering their butts on 0.13 migration. It seems to me Intels product line will transition to: Timna -- very low end - should do 800-900Mhz max at 0.18 micron. Tualatin -- probably in 0.9-1.4Ghz range. Willy -- at 1.4-2Ghz. Product transitions are never easy. Depending upon how AMD performs -- Tualatin could end up being low to mid end. A gap (for AMD to drive a truck thru per bert mccomas) And willy at high end (maybe as fast as 2Ghz). Bert Mccomas and scumbria and others have speculated that willy will have lower IPC than AThlon by 20% or so. Just some thoughts: Tbird at 0.13 micron should scale to a 60-70mm2 die size and should be very competitive with Tualatin and costs should get reduced to sub $40. As long as it scales to 1.5Ghz or so (and see no reason why it won't) it should put AMD in a great position. Now clearly tbird will be replaced by mustang but its comforting to know that even if mustang core is a bust tbird is a competitive platform till end of 2001. regards, Kash

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