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

To: ajbrenner who wrote (62368)	6/18/1999 8:29:00 PM
From: Tenchusatsu	Read Replies (2) \| Respond to of 1572689

<A couple of minor downgrades caused by a few insignificant production problems really gets them all worked up.> Come on, AJ. You'd be worked up as well if those "minor downgrades" caused major one-day drops in a stock that you owned. Tenchusatsu

To: ajbrenner who wrote (62368)	6/18/1999 11:15:00 PM
From: Ali Chen	Read Replies (2) \| Respond to of 1572689

<The other PE is downright civilized and courteous.> I would second it that the amount of his information and details of how Intel attacks the problem looks more like a well prepared response from official PR division. Look just at the part where he says about the team that has been assembled a month ago. Usually the design slip like that is a top secret until it become clear that they can't make it. How can this garage woodworker possibly have this highly confidential information? <downgrades caused by a few insignificant production problems> Currently it looks insignificant. However, the significance of this fact is tremendous: it means that Intel hits their "speed limit" in all parts of production chain. As a pure speculation on my part, I tend to think that problems were caused by deep changes in design. I think that the move to 0.18 and extra metal layer requires total re-design of basic libraries if you want to get any significant speed boost. I guess those snotty but arrogant youngsters who now occupy design positions at Intel just could not cut it. That's it. That is why they are backing up to old-style P-II and betting on dumb shrink only. - Ali