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

To: kash johal who wrote (73598)	10/1/1999 1:35:00 AM
From: Process Boy	Read Replies (2) \| Respond to of 1572965

kash - <PB, the dixons were dogshit slow. AMD is already shipping mobile k6-2 475's with amds latest shrink to AMDs 0.25 process. Dixons are still 400Mhz i believe.> Despite these facts, i.e., slow (I have hinted very strongly previously why this is, and there is a valid, known and understood technical reason), faster K6's, etc, the Mobile .18 Dixon was a rousing success as far as sales, and it served its purpose as a test vehicle for .18 process. <In addition AMD is now shipping high volumes of 600/650 and soon 700Mhz K7 cpu's. And Intel is maxed out at 600Mhz. Now soon in 30-45 days Intel will introduce coppermine - maybe at 733 or even at 800Mhz and recapture the performance lead - MAYBE. The key here is that ONLY 6 months ago - AMD was way behind.> All of these things to at least a certain extent have merit, although I take exception too the AMD style launch with you all checking Pricewatch every day for weeks. If Intel was playing by the same rules, the Fmax discussion would have a different winner at this point. Also, I take some exception to the lowered expectations of K7 performance. This was supposed to be a seventh generation processor. It is clear to me at this point that this "seventh generation processor" is in the same base path as Coppermine, a years old core. I find the AMD marketing /PR thing quite disingenuous. <Today AMD has an opportunity to Shatter Intels market position: 1) In servers -thru the Athlon Ultra - with up to 8Mb of L2 cache. 2) Thru Dresden/Cu - maybe they can't yield any - we'll find out more in a few months - but if they can u better watch out. 3) Thru Fab 25 ramp of 0.18 Al - halving the die size and slashing costs. Now the cuurent stock prices of both companies assume that Intel cannot fail and that AMD must fail. With Intels relatively poor performance over the last two quarters this is no longer the sure safe bet it used to be only a few months ago.> Good luck. i've been reading this same line on bulliten boards for years, K5, K6, and now K7, not to mention Alpha, MIPS, SPARC, Power PC, you name it. I assure you Intel is not complacent, and will respond. However, I will concede you a point on the miscues lately. I am frustrated with them. I do believe they are recoverable, caveat being I don't have a clear view of the i820 situation. <And as far as FET X-sections go - whats your point. Is AMD's current Athlon Fet faster than Intels 0.18 or is it slower than what Intel is using for current Coppermines.> No point. Forget I mentioned it. Just be haggling over arcane process stuff anyway. PB