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

To: herb will who wrote (68938)	8/16/1999 12:41:00 PM
From: Elmer	Read Replies (1) \| Respond to of 1572906

Re: "The article talks about a number of problems regarding the Athlon mobo solution, which seems to me, have been mostly ignored." Isn't AMD also fabing the SRAMs for the L2? Along with the chipset, that takes up a lot of fab capacity. EP

To: herb will who wrote (68938)	8/16/1999 12:54:00 PM
From: kash johal	Respond to of 1572906

Herb, Re: "dwindling opportunity" I don't know about that. It will largely depend upon coppermine performance and clock speeds. If Cumine is available in higher clock speeds than Athlon even if it is a tad slower than Athlon on a per clock speed basis then AMD may have a dwindling opportunity. However if Coppermines are at same clock speeds ie 650-700Mhz in Q4 then I give AMD a pretty good shot still. And in Q1 AMD will start it's 0.18 ramp as well so there should be some speed gains there too into the 800-1Mhz range as well as radically reduced die costs. I think the battle hasn't even started. But the launch so far has been a disaster.....period. regards, Kash