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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Doug M. who wrote (83847)	6/18/1999 4:06:00 PM
From: Boquacious	Respond to of 186894

the-earchives.com please make it stop

To: Doug M. who wrote (83847)	6/18/1999 4:09:00 PM
From: Gerald Walls	Read Replies (1) \| Respond to of 186894

I'm shocked, shocked, that Microsoft and Intel both closed within an eighth of a point of a strike price!

To: Doug M. who wrote (83847)	6/18/1999 4:27:00 PM
From: kash johal	Read Replies (1) \| Respond to of 186894

Doug, Re:" I've been thinking a lot about the Coppermine delay today. If Intel (the manufacturing juggernaut) is having problems with their Coppermine CPU then AMD (the manufacturing wimp) may be in real trouble with their K7...especially when they try to produce it on .18 micron with copper down the road. What do you think? Would you venture to take a guess when AMD may really be ready with the K7 and the necessary infrastructure? Also, I'd like to try and clarify that Intel is getting satisfactory yields with the 500mhz Coppermine. I believe this would actually be pretty good news, all things considered." The conventional wisdom is that the problems have nothing to do with the process and manufacturing guys. The problems seem to be design related. AMD has an excellent design group and the K7 is an awesome design-period. It hits 600Mhz with AMD's second class 0.25 micron process. NOBODY- not even the most die hard AMD fans beilieves that AMD will execute flawlessly on the K7 manufacturing ramp into Dresden with 0.18 micron and copper. A flawless execution would provide high volumes out of dresden in Q4 99 - if they hit their schedules. Depending upon how negative you are on AMD's manufacturing ability you can assume a 1-3 quarter delay in ramping up Dresden. You should be glad that AMD is so poor at executing a production ramp or your stock will ne 1/2 what it now by year end. Regards, Kash

To: Doug M. who wrote (83847)	6/18/1999 4:45:00 PM
From: Paul Engel	Read Replies (4) \| Respond to of 186894

Doug - Re: "from what I understand the AMD K7 demonstrations have been with what from what I assume are highly tweaked engineering prototypes." I have no idea if this is true. In the past, AMD delivered custom built K6 and K6-2 machines with all the high speed goodies to show off their processors - but that is what marketing is all about. Re: "Are you aware if there is a production versions ready yet or are they just delivering pre production samples?" AMD seems to indicate that they are shipping production versions to customers - in modest quantities. Re: "AMD (the manufacturing wimp) may be in real trouble with their K7...especially when they try to produce it on .18 micron with copper down the road. What do you think? " That's entirely possible. However, I think their current K6-2 and K6-3 CPUs are already incorporating front-end 0.18 micron modules - so they are gaining some experience with their older products. Re: "Would you venture to take a guess when AMD may really be ready with the K7 and the necessary infrastructure?" If they have one working chip set design and functional K7's, they are ready now. But ready for what? To be successful, they need to have these in production at high volumes as well as extensive verification that the the entire "system" is bug free. I don't see them reaching this plateau for a LONG TIME - certainly not this year. Re: "Also, I'd like to try and clarify that Intel is getting satisfactory yields with the 500mhz Coppermine. " That's not a problem - a large percentage of Coppermine actually exceeds 600 MHz on room temperature wafer sort - but that degrades with temperature. Paul