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

To: Paul Engel who wrote (75503)	10/14/1999 12:38:00 PM
From: kash johal	Read Replies (3) \| Respond to of 1572963

Paul, Re:"Athlon die size with 512K on chip" Well you are right that the chip will get bigger. If we assume 35mm2 for 256K cache. An Athlon with 256 cache would be 135mm2 and one with 512K cache will be 170mm2. At 170mm2 it is still smaller than current Athlon die size. And yields will be much better for a comparable die size due to redundancy in the cache memory. AMD certainly has the manufacturing capacity for 5M+ AThlons with a 170mm2 die size. And the performance should be awesome as well. The elimination of external cache die and slot packaging should provide them with significant cost savings as well. The problem for AMD is that the market does not (at least yet) appear to be willing to pay any premiums to AMD CPUs for their extra performance. As AMDs execution on design and foundry have been excellent recently the big question is demand and demand creation coupled with the oft stated infrastructure issues. I just don't know if they can pull that off, but the coppermine performance does not appear to be a major issue. regards, Kash