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

To: Process Boy who wrote (70966)	9/3/1999 11:20:00 PM
From: Cirruslvr	Read Replies (1) \| Respond to of 1585482

PB - RE: "I'll tell you what I've been telling everyone else that brings this up: You seriously underestimate Coppermine's ability to scale in raw MHz." What do you deem more important with Cuontimemine considering the Athlon's performance vs. the current PIII - ability to scale MHz, or ability to increase performance? MHz doesn't matter to everyone, but if that is all that can be relied on, one would hope otherwise.

To: Process Boy who wrote (70966)	9/4/1999 1:08:00 AM
From: Paul Engel	Read Replies (2) \| Respond to of 1585482

PB - Re: "Why isn't the market flooded with 650's then?" Stockpiling ! AMD is stockpiling them ! IBM is stockpiling them ! Compaq is Stockpiling them ! They get more valuable with time - so everybody is STOCKPILING them ! Paul

To: Process Boy who wrote (70966)	9/4/1999 6:18:00 AM
From: Jeff R	Read Replies (2) \| Respond to of 1585482

Intel used to sandbag with the Pentium II/III and Celron lines. If AMD announced a 700 MHz speed grade the market wouldn't pay anymore than the 650 MHz speed grade since Intel can barely make 600 MHz Pentium III. This is marketing 101. Remember in the not too distance past when Intel totally controlled the high-end. Intel would usually announce one new speed grade per quarter and gave the perception that they were dropping prices when in their ASP remained constant or moved up. Intel sandbagged quite a bit on the Celron A because they thought they would steal designs from the Pentium II when in actuality the Celrons could run as fast or faster than the Penitum II. AMD just started their ramp on the Athlon in Q2. AMD doesn't have all the manufacturing muscle that Intel has so don't expect millions the first quarter. I also think that AMD is converting to a 0.18 process which is slowing the 0.25 ramp.

To: Process Boy who wrote (70966)	9/4/1999 11:33:00 PM
From: Kenith Lee	Read Replies (1) \| Respond to of 1585482

I'll tell you what I've been telling everyone else that brings this up: You seriously underestimate Coppermine's ability to scale in raw MHz. PB, I would love to believe you. You may be right given Intel's technology and financial muscles. However, Intel is very tight lip on their developments and products, even on its employees. Also, aren't you on the 0.25um guy? How would you know so much about the scaling of 0.18um and the Coppermine? This product has a redesigned/improved core. Please note that I am not trying to pick on you. I am just tire of "I know something but I can't tell..." thingy. To be impartial, this includes everyone else. BTW, you should spend more time and get the 0.25um PIII to 700 mhz instead of chatting on SI. This serves two purposes: 1) Shut those AMDites up and who really got the fastest x86. 2) See if AMD is sandbagging the K7. Best regards, -KL