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

To: Bill Jackson who wrote (77753)	10/29/1999 1:34:00 PM
From: Elmer	Read Replies (1) \| Respond to of 1572796

Re: "Intel does indeed have enourmous costs and many fabs that will prove a burden as they scale to .13 and make 4-5 times as many chips and they fabs get severely underutilsed..." I don't see this happening. As feature sizes get smaller you add more transistors such as cache, graphics controllers etc. If all people did was shrink features and not add transistors, we'd see wafers with 1000s of 386s on each of them. You will likely see processor die sizes remain in a general range with today's CuMine near the bottom of that range @104mm2 or smaller as Intel shrinks CuMine. The size will grow somewhat as Intel adds larger and larger caches and video etc. Defect densities and target markets (huge caches on Xeons) will dictate the reasonable upper limit. EP

To: Bill Jackson who wrote (77753)	10/29/1999 3:03:00 PM
From: Paul Engel	Read Replies (2) \| Respond to of 1572796

BillyJack - Re: "Now Intel has to cut prices all scross it's lnies to stave of AMD. This will have an enormous impact on the earnings " Impact on earnings ? Sure ! Which company just LOST $106,000,000 in Q3 ? And which company just reported PROFITS of $1,900,000,000 ? Re: " Intel does indeed have enourmous costs and many fabs that will prove a burden as they scale to .13 and make 4-5 times as many chips and they fabs get severely underutilsed..." You really are OUT OF TOUCH ! Tom Kurlak made this very same prediction whenIntel - and AMD - converted from 0.35 to 0.25 micron processes - when he predicted a DOUBLING in the number of CPUs that would result. And you are illustrating the SAME LACK OF COMPREHENSION of the microprocessor industry !! Clue - Microprocessors are getting MORE COMPLEX with MORE transistors !!!!!! Those transistors utilize most of the increased capacity !!! AMD's AthWIPE has 21 million transistors - vs the K6-2's 9 million !! And the ATHWIPE doesn't YET have on-chip L2 cache which should add another 24 MILLION transistors!!! Intel's Coppermine has 28 million transistors - and future processors will have A LOT MORE !!! Any company WITHOUT 4 fabs with 0.13 micron capacity in 3 or 4 years is going to be in a world of hurt - and YOU can bet Intel won't be one of them ! Paul

To: Bill Jackson who wrote (77753)	10/29/1999 4:32:00 PM
From: Cirruslvr	Read Replies (2) \| Respond to of 1572796

Bill - RE: "Intel does indeed have enourmous costs and many fabs ..." Intel has said they will use copper tecnhology with their .13 process. Some people have said that to use copper a new fab needs to built to handle copper contimation (or something like that) and that is the reason AMD's FAB 25 won't be able to use copper. Does anyone know if Intel's current fabs will be able able to use copper? They have a new one coming up in Israel next year so I assume that one is copper ready.