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Politics : Formerly About Advanced Micro Devices

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To: Jim McMannis who wrote (57085)5/3/1999 2:41:00 PM
From: kash johal  Read Replies (1) of 1572769
 
Jim,

Re: K7 up to 40% faster.

I think you are right that folks were comparing the projected K7 against what was available at the time.

When the K7 hype started the PII was the processor and clock speeds were 450Mhz with 1/2 speed L2 cache and 100Mhz bus.

I suspect that a 600Mhz K7 will be 30-40% faster than that configuration.

However in a 4-5 months Intel will be running at 600 Mhz and possibly 700-800 Mhz with 133Mhz bus + RDRAM and full speed cache on chip.

Admittedly the next generation Coppermines are 0.18 micron vs 0.25 micron K7's.

If AMD can only ship K7's at 0.25 micron then it is not clear to me that it will be any faster than the leading edge Coppermines. In fact I would expect Intel's 0.18 micron to ramp easily to 700+ megahertz considering they can get good yields at 500Mhz with their 0.25 microns.

Clearly 0.18 yields and capacity will be the key for AMD.

0.18 will enable a die size much smaller than the current k-3's and clock speeds to > 800Mhz+.

It certainly is not clear cut to me AMD can succeed in winning the speed race but it does seem that they should at least be able to match Intel's highest clock speeds. In that event they should certainly jeapordize Intel's high end margins.
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