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Politics : Formerly About Advanced Micro Devices
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To: kapkan4u who wrote (57711)5/10/1999 12:55:00 AM
From: Process Boy  Read Replies (2) of 1573921
 
kapkan4u -<I am nervous about INTC's aging p6 core>

I am not. I'll leave it at that.

<The WMT core is a year away which creates a window of opportunity for K7. When WMT goes into volume production, K7 will
be on 0.18cu running at 1.4G at half the WMT's die size.>

Do you have reference for these assertions? I personally don't believe Intel doesn't have a better response in the wings than the one you outline. If AMD executes to 1.4 GHz by mid next year, than I agree, Intel has a problem. I think this highly unlikely, however.

<Many AMD's manufacturing failures are probably due to pushing
the 5 stage k6 to over 400 mz. >

I believe this is an accurate assumption.

<I suspect that Intel could have had similar problems had they tried to push the p5 core to over
400 mz.>

I personally doubt that there will be any problem ramping the the P6 (you said P5) core to above 400MHz, since it has easily ramped to 550MHz already on .25um. I have reason to believe it could easily hit =>1GHz on .18um. The only reference I can provide is the much maligned on this thread public demonstration that Intel did recently. I have to leave it at that.

<Having said that, I am long on INTC because I think the Internet
is creating an explosion in demand for servers for the next 2-4 years. They have the capacity to satisfy that demand. The SMP
Xeon platform will probably see little or no competition from K7
for about a year. Windows 2000 and post-Y2k corporate buying
will propel INTC's earnings into the 3.20-3.80 range for the next
year.>

I'm a big fan of INTC's prospects in the Server and Workstation markets. Cascades should be a big hit in the above scenario. I'm with you here.

PB
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