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Politics : Formerly About Advanced Micro Devices
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To: A. A. LaFountain III who wrote (56288)4/25/1999 9:54:00 AM
From: Scumbria  Read Replies (1) of 1582261
 
Tad,

Instead of trying to ascertain the number of MHz on the heads of pins (to blend current and historic metaphors), maybe it's time for investors to step back and consider some of these strategic moves (both the driving forces and their potential consequences).

Intel has taught us that "only MHz matters". It is difficult to get away from that topic. Given that, AMD's divestiture indicates to me that they have a lot of confidence in K7's ability to attain MHz. As a veteran of the MHz problem, I can't overemphasize the significance of the K7 architects adding an extra clock to the L1 cache access. This gives them a big head start on the race to 1 GHz.

The potential is there for K7 MHz to ramp very quickly, and for Intel to be left behind until Willamette. If AMD gets K7 into 0.18u quickly, Intel is going to be in a lot of trouble.

Scumbria
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