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

To: tejek who wrote (76843)	10/25/1999 2:44:00 PM
From: kash johal	Respond to of 1588074

Tejek and PB, I suspect that you are both right to an extent. As far as PB his info has a history of being very credible without the hype of some of the Intel longs. He was right about the coppermine benchmarks - they are competitive. And he states that the Cumine P858 process will scale next year up to 1Ghz plus coppermines before end of 2000 and I believe him. Intels management has also comitted to this. In addition there are cascades cumine variants coming with much larger cache up to 1-2Mb on chip which will offer even increased performance. Now as far as Tejeks comments on Intel's senior managamnet being worried about Athlon- they clearly must be panicking. The screwed up Cumine launch is clear evidence of this- it seems to me that they should have delayed a month until they had all their eggs in a row. But pressure to introduce something has landed them in the pickle where there fastest CPU will be coupled with the lowly 810e chipset or the overpriced 840. There is lots of anecdotal evidence that AMD is readying up to 800Mhz for this quarter as well as close to 1Ghz with Dresden and copper for March/April 2000. This race is AMDs to lose and a fab/yield screwup will be the likely cause. There has been a lot of fud recently regarding AMD's short term Mhz ratings. I certainly hope the 750/800Mhz talk for this quarter is real from its first 0.18 silicon runs. regards, Kash