Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Paul Engel who wrote (67891)	8/7/1999 12:10:00 AM
From: Dan3	Read Replies (1) \| Respond to of 1576602

The key here is that AMD wins pretty big if it can match Intel in performance, whereas Intel's strategy fails unless it can keep 100 to 150 MHZ ahead of AMD. If AMD is shipping enough 650 and 700 aluminum parts out of austin until dresden is ready (which seems somewhere between likely and inevitable at this point)Intel is still in an awkward position. Clearly, end of the year is optimistic for 1GHZ copper pieces, but on the other hand... theregister.co.uk seems to indicate that it's a possibility. ======================================================== And, explained Jeppe, AMD is on target to move to .18 copper technology by year end. He said that copper technology was inherently less expensive than using aluminium interconnects. On the K6, he said: "We'll probably deliver some K6s out of this technology but this is not our target, it is our warmup technology." He said: "Our target was to use his as a transition technology and it has been successfully completed on the 7 July. .18 micron [copper] is on target for the end of this year." ========================================================= and theregister.co.uk ======================================================= At the grand unveiling AMD is also expected to detail market positioning data, and is likely to provide more information about its plans for copper versions of the CPU. The company has already begun producing copper samples from its new Dresden fab (ses Dresden fabs first copper part) and is expected to achieve 1HGz from copper by the end of the year - it may well be, however, that it's now sufficiently confident in the Dresden process to accelerate this. ======================================================== I know you aren't a big fan of the register, so you may prefer to ignore this information. Sleep well, Dan