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

To: kash johal who wrote (70976)	9/4/1999 12:29:00 AM
From: Process Boy	Read Replies (1) \| Respond to of 1574826

kash - <The big battle is Q1/Q2 2000 when AMD's 0.18 comes on line and dresden comes on line. If Intel cannot match the Mhz ramp of AMDs 0.18 micron Al and Cu process then u better get ready for a stock implosion.> OK, and if Intel can match the MHz curve? I take it by the accentuating negative, you're skeptical. PB

To: kash johal who wrote (70976)	9/4/1999 1:26:00 AM
From: Paul Engel	Respond to of 1574826

Kash - Re: " If Intel cannot match the Mhz ramp of AMDs 0.18 micron Al and Cu process then u better get ready for a stock implosion. " You had better consider the possibility that AMD cannot match Intel's MHz ramp - and AMD's production ramp turns into a production rout. Paul

To: kash johal who wrote (70976)	9/4/1999 11:06:00 AM
From: Dan3	Read Replies (1) \| Respond to of 1574826

Re: Basically in Q4 AMD will sell every Athlon they make and Intel will sell every cumine they produce It looks like there will be enough Rambus available to sell less than 1 million Rambus equipped PCs in Q4. If the MTH gets the same reputation as the cacheless Celeron, it may limit Coppermine sales until Rambus ramps up or a true PC100 (or PC133) alternative chipset is offered. Looking at the leaked Dell specs, they were calling for 356MHZ Rambus (PC700). Though they didn't specify the latency of the RIMMS, it would have to be 45 to 53ns. The predictions of modestly enhanced performance from Rambus in real world apps are all predicated on the 40ns PC800 parts being available - and that is evidently not the case. Tests of shipping machines in Q4 and 1H will likely show mediocre performance from Coppermine due to limits of the available Rambus - and that may limit sales. Rambus constraints should gradually decrease during 1H 2000 but may continue to be a major factor. What kind of numbers are you expecting for Coppermine in Q4? Dan