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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Dan3 who wrote (87348)	8/28/1999 11:47:00 AM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

DanThwee - Re: "Is 800 really the expectation of all of you too, and you're just being coy?" Why are you so worried about 800 MHz ? You're sounding downright INSECURE ! Relax- AMD will have 1 "GagaHertz" by year end, right ? So AMD will ALWAYS be the MHz Champ ! Relax and enjoy your good fortune. AMD is about to go to $100 Billion in Market Cap - according to our All Meat Dog Food Friend ! Paul

To: Dan3 who wrote (87348)	8/28/1999 4:45:00 PM
From: Tenchusatsu	Read Replies (2) \| Respond to of 186894

<I still don't see why the shrink to .18 isn't expected to yield at least 800MHZ for Intel. Can Scumbria, John Petzinger, Bill Jackson, Tenchusatsu or Process Boy help out? Is 800 really the expectation of all of you too, and you're just being coy?> It takes time to work up the speed curve once a new process is introduced. When Intel introduced the 0.25 micron process with Deschutes, it only started at 333 MHz. Then later came 350 MHz and 400 MHz. Then it took a while before 450 MHz came. All on a single Deschutes core. It will take a while before the full potential of Coppermine is realized. Process Boy thinks that Coppermine will scale very well in frequency. How high? He isn't saying, at least not publicly ... (heh heh) Tenchusatsu

To: Dan3 who wrote (87348)	8/28/1999 8:39:00 PM
From: THE WATSONYOUTH	Respond to of 186894

<I still don't see why the shrink to .18 isn't expected to yield at least 800MHZ for Intel. Can Scumbria, John Petzinger, Bill Jackson, Tenchusatsu or Process Boy help out? Is 800 really the expectation of all of you too, and you're just being coy?> I believe that Coppermine in .18um will eventually go to 800MHz and PERHAPS 850Mhz. Obviously, Intel will, initially do what it THINKS it needs to do to regain the MHz lead in the near term. By now they have certainly had access to some 650Mhz Athlons and put them thru a battery of electrical tests. Also - delayered them to determine gate poly length, gate oxide thickness, etc.. So, they probably have a good guess as to how much further AMD can push the Athlons in .25um. Personally, I don't think AMD can push the Athlon in .25um past what Intel can do (Oct) in .18um. So the key will still be how much improvement AMD gets with their .18um process relative to their .25um process and WHEN they will get there. If both AMD and Intel realize roughly equal performance increases in transferring from .25um to .18um, then AMD should eventually surpass what Intel can do based on the Coppermine design. It could happen soon if their transition to .18um goes flawlessly and their .18um process improved accordingly. Alternately, they could stumble if they have difficulty transferring to .18um or if their .18um process is inferior to Intel's. (I am most impressed with Intel's .18um device designs - support VERY high drive currents) In this case, even with the better design, they may not be able to surpass Intel before Intel introduces a new design. So it seems like a horse race still with good potential for AMD if they can execute. (execute meaning VOLUME production of millions per quarter) We should know within 6-10 months. THE WATSONYOUTH