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To: Process Boy who wrote (89384)	10/3/1999 9:47:00 PM
From: grok	Read Replies (1) \| Respond to of 186894

RE: <...before Willamette comes out, which shouldn't be THAT far away. PB> If Willamette is a 4Q00 product then it should tapeout this quarter. Anyone got any rumors?

To: Process Boy who wrote (89384)	10/3/1999 10:57:00 PM
From: Dan3	Read Replies (2) \| Respond to of 186894

Re: Intel will compete in the high end. PB, Please note my post to Tenchusatsu, I agree that Intel will compete in the high end. AMD is not going to "knock out" Intel. But AMD stands a good chance of becoming a profitable enterprise near and medium term. Long term, I hope the experience AMD is now gaining in volume copper fabrication will stand them in good stead as chips move to .13 - and I hope it doesn't come at too high a price in near term yields and delays. In general, though, as a long shot long investment, AMD has been just thrilling over the past few months. They have moved the DDR 100/200MHZ point to point bus together with a radically new processor into the X86 market. There are now a number of motherboard manufacturers shipping product, a second chipset has been sampling for awhile and is nearing volume production, and problems and delays have been very few. Considering the relatively limited financial and marketing muscle resources they had available, it's little short of a miracle. The news isn't that Intel will be competing for high end PC and X86 server sales, of course they will. The news is that AMD is making a respectable entry into that market. Regards, Dan

To: Process Boy who wrote (89384)	10/4/1999 12:09:00 AM
From: Charles R	Read Replies (2) \| Respond to of 186894

PB, <I don't believe at all that K7 is a runaway "seventh generation processor". It will probably be extremely close to Intel's products based on a 5 year old core.> There is no reason to "believe". The data is there. There are plenty of bechmarks out there that show how far ahead Athlon is. Intel and a whole bunch of Intel enthusiasts are generating excitment about CuMine, which they should, but CuMine is just a PIII with additional cache. It is easy to add a cache - building a new core is tough (just ask the Wilamette folks). Athlons with built in L2 caches (or larger L1 caches) will proliferate quickly. What matters at the end of the day is who is shipping what at a given point in time. Right now, the leader by a good margin is AMD. When CuMine starts showing up in the channel we can see who has what. As for futures, Microprocessor Forum is going to shed some light on that. Chuck