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Technology Stocks : Intel Corporation (INTC)
INTC 35.53-1.1%Nov 14 9:30 AM EST

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To: Tenchusatsu who wrote (72331)1/28/1999 10:50:00 AM
From: Scumbria   of 186894
 
Ten,

The problem that K7 faces with it's architectural excesses are two-fold. And both are very serious problems.

1. The large die size increases defect/die probability and decreases die/wafer, resulting in significantly lower yields (and higher costs.)

2. The large die size also requires longer wires to route critical path control and data, resulting in lower clock speeds.

AMD needs high MHz, low cost CPU's.

There clearly has been some emphasis on maximizing K7 MHz, but the architectural excesses are unwarranted and self-defeating. At this point it appears that Dirk Meyer made a lot of the same mistakes on K7 that he did on the 21264.

I'm not saying that K7 will flop, just that AMD could have made their path much straighter and simpler.

Scumbria
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