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

To: Scumbria who wrote (70289)	8/30/1999 10:12:00 AM
From: Pravin Kamdar	Read Replies (1) \| Respond to of 1573222

Darn, Datek has AMD, my largest holding, listed as my best performer again today. Oh well, I guess I'll just have to learn to live with it. Kind of nice for a change! Pravin.

To: Scumbria who wrote (70289)	8/30/1999 10:16:00 AM
From: Ali Chen	Read Replies (2) \| Respond to of 1573222

Scumbria <It's the architecture!> In "expert" opinion, this is BS! I am much sure AMD is cheating! :) They must feed the Athlon with 700MHz, but internally they divide it by 2 upfront, so actually it runs at 350MHz, as good ole K6! Or maybe even at 175MHz? Nobody really knows! Elmer has no links and no proof about actual internal frequency! Yousef was right!Yousef was right! Yousef was right!Yousef was right!Yousef was right! YouseF#cKF&*()@!++++==+???/?//... < Overheating of random word generator occur. Big fault at EIP 048F:003A_47FF_4AC0_DD00 prengel mode terminated >

To: Scumbria who wrote (70289)	8/30/1999 12:50:00 PM
From: THE WATSONYOUTH	Read Replies (1) \| Respond to of 1573222

Ten <AMD knows that they won't stay competitive with Intel if they pass on copper at 0.18 Scumbria <It's the architecture!> I agree. That's how I see it. The Cu BEOL, if implemented well, will only mean perhaps a 5% advantage to AMD. The architectural advantage will dwarf that. However, the architectural advantage doesn't appear to be as significant as was once thought. Differences in the FEOL (ie device design) could be significant and mitigate the architectural advantage. So, I see a horse race still. Of course, if AMD can't implement the .18um Cu at all - then a HUGE negative factor. But,I would not expect a complete bust. Even with considerable yield loss due to Cu BEOL, they should be able to ship reasonable volumes(given the size of Dresden) of the highest end Athlons. A successful execution will allow AMD to return to profitability. However, a very timely successful execution will be needed to STAY ahead of Intel. THE WATSONYOUTH