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

To: Process Boy who wrote (70979)	9/4/1999 5:18:00 PM
From: kash johal	Read Replies (1) \| Respond to of 1574953

PB, Re:"<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." I simply don't know if Intel can match or exceed AMD Athlons speed ramp. If I could predict the future ......... The big question for AMD is Cu yields. The big question for Intel will be rambus price/availabilty. PS I just started a new AMD/Intc/RMBS thread for sane discussion on this. regards, Kash