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

To: Yousef who wrote (69517)	8/22/1999 3:00:00 AM
From: Process Boy	Read Replies (2) \| Respond to of 1573648

Yousef - <It looks like the Intel launch in October will be hard for AMD to match.> That's my opinion. Until I see =>650's actually available, I remain skeptical for AMD really being ahead in the MHz race once Coppermine launches. I assume there is a smattering of them out there, but the info on this board seems to indicate they are all going to IBM, which I have heard from other sources. This puts the lead time for general availability (whatever that is) for 650's pretty near Coppermine launch. So it's a horse race. I anticipate AMD will announce another speed grade at or near the Coppermine launch. Why not, since this is there modus operandi? However, I also anticipate that whatever speed grades Intel announces at Coppermine launch will be available for general delivery in typical volumes with multiple segment SKU's available from multiple 1st tier OEMs for both retail, business, and direct channels. I also anticipate that speed grades will be very competitive with K7 clock. Bottom line, it is my opinion that Intel will ultimately withstand competitive threat from K7 throughout the rest of 99, mainly due to the very low volumes of the K7 and various infrastructure ramping issues. One really big deal as far as I'm concerned is when Dresden will come online, and at what kind of initial yields and clock speeds. I remain skeptical that AMD can launch meaningful .18 volume from Austin and still support .25 production. I won't even get into the wisdom of two competing .18 programs. I am really curious as to what the benefit of Cu interconnect at .18 is. If AMD really does have both Al and Cu versions of K7 at .18, it would be an interesting case study to be sure. Also, and I know the AMD guys get tired of hearing this, but 3rd party support for chipsets hasn't happened yet either. I'm sure it materialize, but probably not in meaningful volumes until sometime in '00. It does appear that several Taiwaneese mobo manu's are pledging support. Bottomline as an INTC long surveying the competition: I am more concerned with '00 than I am for the remainder of '99. I hope INTC management is getting their ducks in a row for a decent response. All IMHO. PB