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

To: kapkan4u who wrote (62305)	6/18/1999 2:32:00 PM
From: Charles R	Read Replies (1) \| Respond to of 1572631

Kap, <Chuck what is your assessment according to Paul's data? It looks like the P6 core has hit the MHz wall and Intel needs to requalify the process to squeeze more juice out of the dead horse. They have been doing the speed-path work on the P6 core for years. I doubt this is a speed-path glitch that can be easily corrected. > As I have said yesterday, Q4 is out for Coppermine shipments. Paul and you seem to agree. Regarding speedpaths: you are right that this is a old design and there is probably not much juice left. But, in 180nm there is an additional layer of metal and coupled with lower parsitics this might change some of the speed path dynamics. They will get some gain but probably not much. It is going to be funny if AMD gets to position K6-3 against top-of-the-line PIII because of speedgrade parity. Time will tell. The issue that Kash bought up is of more interest to me - i.e. release CuMine at sub-500/533MHz speed grades - though I think that is a long shot. Segmentation strategy has put Intel in a tight spot. MHz sells and if one were to only get 500 MHz with CuMine, it is easier to sell Celeron at 500MHz than going through the hassle of getting new CuMine designs ramping at 500MHz and trying to put a marketing campaign to explain why 500 CuMine is a good buy when someone can get a 500+ MHz Celeron/K6-2/K6-3 in the same time frame. OR may be they will come up with a new Celeron II line to gain some SSE shipments. Gaining volume shipments on SSE is strategic for Intel so I would not be surprised if this happens. Let's see. I see some interesting long shot stuff but I can't see too many bright scenarios here - reminds me of that joke about making lemonade out of a lemon. Chuck