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Technology Stocks : Intel Corporation (INTC)
INTC 36.66+1.3%Dec 29 3:59 PM EST
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To: semiconeng who wrote (139548)7/18/2001 12:22:50 PM
From: fingolfen  Read Replies (1) of 186894
 
Wow... great thread!

Here's some great quotes from Paul:

On AMD's move to Pally:

"This move seems to be delayed by AMD's difficulties getting the frequency of A4s to even match T-birds. My guess is they revamped the Alpha-like clock distribution system to use less juice but they still haven't get the new scheme fully wrung out yet. Is it an omen for the future?"

On relative 0.13/0.18 micron technology:

"But the problem here is that Intel will likely get a bigger boost from the 0.18 um to 0.13 um transition than AMD. AMD already has copper and has been cheating down Ldrawn and Leff over the last few months to the point T-birds are practically in a 0.18/0.13 um hybrid process. I also think the P4 is much better suited to take full advantage of process shrinks than K7. At ISSCC 2001 the Alpha boys conceded that the EV6 core was running into clock rate vs transistor speed figure of merit roll-off due to interconnect effects even at the 0.18 um level. So I don't think the K7 core will benefit as much from 0.13 um as many people think. That is why Hammer is so crucial. The fact that AMD decided that the Hammer will not be made in bulk CMOS suggests that it will not match P4 in either aggressive pipelining or innovative circuit design. AMD needs a costly process fix (SOI) to even stay in the clock rate ball game."

Okay, Dan, you wouldn't believe me when I said it... do you believe Paul Demonde saying the exact same thing?!?!?!??
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