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

To: Kenith Lee who wrote (76910)	10/25/1999 9:12:00 PM
From: Charles R	Read Replies (1) \| Respond to of 1570373

Kenith, <I do believe Cumine can scale higher. Even K6-x can but at what cost? Will Intel be forced to apply immature processes like AMD to get there is a big unknown. If so, say bye-bye to those high yields that Intel has accustomed to and allow AMD, and even Apple, to fill the voids. > You raise some fine points. "Scaling" in itself is a meaningless in this industry when done in vaccum. When a process is pushed, it will yield higher frequencies. The question is will it scale along with Athlon? The emperical data so far indicates that CuMine does NOT scale with Athlon. <Maybe this is what Charles's insider saw. > Since there has been a storm of messages on this topic, I want to take address one thing in this context. The insider I spoke to WAS one of the key senior engineering managers on Katmai. He is NOT working on CuMine now and he is NOT a process guy but as far as I can tell he is in the loop. To be sure, he is down on Intel and I do not expect him to be as positive as someone like PB who seems to believe Intel can pull it off. So, I grant the negative bias but the guy is a sharp and I do not believe he was lying. However, as PB said, Intel is a large company and there will be people who hold different view points. Having had the benefit of talking to another key guy on Merced on this topic and having heard some stories about how some morale problems within Intel, I happen to agree more with these guys than PB. I think my own observations of the world make me believe what they are saying. Whenever I hear the Intel longs with a contrary opinion, I bounce it off a few people who might share that view point and then decide if my position needs fine tuning. Afterall, things are very dynamic in this industry. At the end of the day, people have to take all the data points they get and believe what they want. Chuck