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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Yougang Xiao who wrote (62169)	6/17/1999 4:32:00 PM
From: Scumbria	Respond to of 1574096

Yougang, "In relative terms, it's a minor issue," said a spokesman for Intel. By November, K7 may have a 250MHz lead over PIII. Using the Intel price/performance curve, that would put PIII at about $29 each. Scumbria

To: Yougang Xiao who wrote (62169)	6/17/1999 4:54:00 PM
From: Charles R	Read Replies (2) \| Respond to of 1574096

<"In relative terms, it's a minor issue," said a spokesman for Intel. "The big issues are that OEMs still get 600-MHz [processors], only at 0.25-micron, not 0.18. They'll still get Pentium III for mobiles but at 500-MHz, rather than 600-MHz. And the third thing is the accelerated price cuts, which always makes OEMs happy." > Relative to what? This is a big deal. AMD couldn't have asked for a better break. Chuck

To: Yougang Xiao who wrote (62169)	6/17/1999 5:20:00 PM
From: grok	Read Replies (1) \| Respond to of 1574096

RE: <Intel Corp. here has confirmed analyst reports of difficulties in ramping faster processors using the company's new 0.18-micron process, which is delaying the Coppermine microprocessor. Analysts and a company spokesman downplayed the difficulties, which will delay the Coppermine desktop MPU from September until about November, the spokesman said.> Wow! Notice this "about" November business. Sounds like they're not even sure.

To: Yougang Xiao who wrote (62169)	6/17/1999 9:05:00 PM
From: Jim McMannis	Respond to of 1574096

RE:"Delay of Coppermine" It appears getting 256k L2 cache on die and running the chip at high speeds isn't a problem unique to AMD. Or is this just a .18u problem? Jim

To: Yougang Xiao who wrote (62169)	6/17/1999 10:12:00 PM
From: kapkan4u	Read Replies (1) \| Respond to of 1574096

Updated story, not PeeII cuts but PeeIII cuts. Kap. Intel confirms Coppermine delay, Pentium III price cuts A service of Semiconductor Business News, CMP Media Inc. Story updated 6:45 p.m. EST/3:45 p.m., PST, 6/17/99 Mark Hachman SANTA CLARA, Calif. (ChipWire/EBN) -- Intel Corp. has confirmed analyst reports that problems ramping faster processors will delay the launch of its Coppermine microprocessor. A desktop version of the Coppermine -- the generic code name given to a 0.18-micron Pentium III with on-chip level 2 cache -- was originally expected to ship in September at 600-MHz. Instead, a 600-MHz Pentium III without on-chip cache on a 0.25-micron process will ship this summer, and the Coppermine's ship date will be pushed out until about November, an Intel spokesman said. Unlike rival Advanced Micro Devices Inc., whose wafers were plagued this spring with slow and non-functional microprocessor dice, analysts and the Intel spokesman said the impact of the delay would be minor since Intel has experienced better than expected performance of its 0.25-micron manufacturing process, which has allowed the chip maker to increase both the pace and the speeds of its microprocessor introductions. "If the yields on the existing process are better than anticipated, why not go ahead and use the existing process?" said Dean McCarron, principal at Mercury Research Corp., in Scottsdale, Ariz. Intel also confirmed that the mobile version of the Pentium III will launch at 500 MHz, not the 600-MHz speed that was originally planned. And to further assist the desktop Pentium III's adoption by OEMs, the Intel spokesman said an unscheduled round of Pentium III price cuts is expected soon. Analysts said the price cuts could come as early as next week. The upshot, according to the Intel spokesman is that OEMs will still get 600-Mhz processors, but at 0.25-micron, not 0.18. "They'll still get Pentium III for mobiles but at 500-MHz, rather than 600-MHz, the spokesman said. "And the third thing is the accelerated price cuts, which always makes OEMs happy." McCarron said this next wave of price cuts is consistent with Intel's strategy of "blowing out" older chips by cutting their prices and then phasing them out. The scope of the anticipated price cuts is not currently not known. Last Sunday, Intel slashed the prices of its mobile microprocessors up to 41% in preparation for an upcoming price war in the mobile space with Advanced Micro Devices. Prices of the 366-MHz Pentium II fell 40% to $316; a 333-MHz chip fell 41% to $187, and the 266-MHz version also fell 15% to $187. Prices of the 300-MHz and 266-MHz Pentium IIs remained unchanged, and exactly the same: $187. All prices are for lots of 1,000 units. The price of the 366-MHz mobile Celeron also fell 15%, to $144; the 333-Mhz chip fell 33% to $106; a 300-MHz version dropped 20% to $82, and the 266-Mhz Pentium II remained unchanged at $85. The Coppermine delay was first reported by investment house Credit Suisse First Boston Corp., San Francisco, which also expressed concerns over the large percentage of Celerons being purchased by PC OEMs. Although CS First Boston left its 12-month price target of $75 unchanged, the firm lowered its 1999 earnings estimates from $2.35 to $2.32. A previous version of this story erroneously reported that Intel was going to cut prices of its Pentium II microprocessor.