Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 215.65

+0.3%

Dec 29 3:59 PM EST

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To: jcholewa who wrote (5186)	8/16/2000 11:38:30 AM
From: pgerassi	Read Replies (2) of 275872

Dear JC: Re: P4 The problem with P4@1400 ~= P3@1000 is not a problem iff the sweet spot of P3 is 700 and P4 is 1400 on the same process. Thus, P4@2000 ~= 1.4 * P3@1000, which is great for Intel. However, if the sweet spot of P4 is 1000, then it is very bad for Intel since P4 die ~= 1.5 P3 die. Just where the breakeven spot is depends on a slew of factors. The pushing of P3 onto 0.13u is troubling since it is very obviously a fallback plan, if P4 bites the dust as a pipeline too long (reworded from a "Bridge Too Far"). We shall see. Pete

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