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

To: Jim McMannis who wrote (68662)	8/12/1999 6:38:00 PM
From: Charles R	Respond to of 1572941

Jim, <One way, maybe the only way Intel can regain the MHZ lead is to get to .18u before AMD. If both chips are on the same size process I don't see any way that that Intel can keep up.> You have hit on one of the key competitive advantages that Intel has. Process guys say that Intel 0.18 has about 10% advantage over AMD's 0.18 process. However, if AMD get's Dresden up on time, that advantage will either narrow or disappear entirely. And looking into yr2000, all indications point to an accelerated 0.13 launch from Intel to ensure that they do not fall too far behind on MHz before their next generation microprocessor debuts. The unknown here is the advantage that AMD gets from the extra cycle in L1 cache. We know it exists but we do not know how many speed grades that is worth on a comparable process. Depending on what that extra clock cycle is worth, there is process muscle in Intel to stay in the MHz race. The advantage that AMD has now is that it has some margin on execution - something that it did not have before. Chuck