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

To: kash johal who wrote (62173)	6/17/1999 5:01:00 PM
From: Process Boy	Respond to of 1580614

kash - <Anyway can you shed some light on wether Intel uses a dual gate oxide process on its 0.18 micron process.> IEEE paper on P858 makes no mention of dual gate ox. I would infer the obvious from this. Dual gate ox films are expensive and there are inherent integrated manufacturing problems associated with the formation of dual GTox. However, it can be done, as you have noted with the TSMC example. It's all a matter of integrated approach to whether it makes sense to implement this type of film, or not. <I think that a 2 month delay is no big deal frankly.> A positive aspect (for me, anyway) is that Intel's .25 process is able to extend to 600MHz. This was the original theoretical upper limit to begin with. I worked extensively on .25 process development, so personally I'm looking at today as a wash. :-). Also, I don't believe the current situation is as dire as Scumbria, for example, makes it out to be. PB

To: kash johal who wrote (62173)	6/17/1999 5:17:00 PM
From: Charles R	Read Replies (4) \| Respond to of 1580614

Kash, "In fact they should cut their lossess and push it to Jan 2000." Christmas is already out. There is no way a OEM (with the possible exception of Dell) would risk Coppermine for this Christmas season with the current schedule. I would expect AMD to pick up a lots of K7 design wins - I mean LOTS. Also, Intel's cost structure would take a serious shock - just pick a number of Coppermines that would have shipped in Q4 and compute the dollars that Intel would be not gaining by shipping PIII catridges. All this does not even consider the speed grade issue. And, this in the best selling quarter of the year! So, I am not sure why you say it is not a big deal. Can you explain (and knock my arguments down as necessary)? Thanks, Chuck