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Politics : Formerly About Advanced Micro Devices
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To: Jim McMannis who wrote (39965)10/24/1998 11:21:00 AM
From: Brian Hutcheson  Read Replies (3) of 1573980
 
Jim , good reply to Elmer.
I'm sure that with his Intel blinkers in place he will ignore the obvious though .
Isn't it nice to see AMD swap places with Intel .
Intel is now the company that is having trouble ramping speed on their product and the reason is the same one you mentioned .
They have no trouble ramping PII and the only difference really is the
on chip cache on Celeron . That indicates the speed problem is in the L2 cache .
The only way Intel can pressure K6-2 prices is by dropping their main product line (PII) , if they do that the profits will suffer .
An additional problem for them is K6-2 is getting closer in speed , it becomes increasing more difficult to ramp speed as clock speed gets higher , the result will be less of a gap between K6-2 and PII .
AMD no doubt is finding K6-3 a problem because of the L2 cache just as Intel has with Celeron A , that is probably why its introduction was delayed .
Brian
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