Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: THE WATSONYOUTH who wrote (91804)	11/5/1999 11:57:00 PM
From: Elmer	Respond to of 186894

Re: "Some details on Intel's upcoming Dec. IEDM presentation. This new device design represents a 10% Id sat improvement over Intel's previously published data. IF this design is used in Coppermine, it should increase Fmax by about 10% as well. Previously, I had thought Coppermine would top out at about 800MHz based on 1.5V and Intel's previously published device design. Based on a 1.65V release (+7.5%) and this new device design(+10%), my new estimate is 933MHz with an outside shot at 1GHz. Willamette should easily break thru 1GHz. AMD better get their .18um Athlon process up and running before the window of opportunity shuts entirely." I have good reason to believe that your numbers are justified and the "shot" is not "outside". EP

To: THE WATSONYOUTH who wrote (91804)	11/6/1999 9:45:00 PM
From: Saturn V	Read Replies (1) \| Respond to of 186894

Ref- <Some details on Intel's upcoming Dec. IEDM presentation. This new device design represents a 10% Id sat improvement over Intel's previously published data. IF this design is used in Coppermine, it should increase Fmax by about 10% as well. Previously, I had thought Coppermine would top out at about 800MHz based on 1.5V and Intel's previously published device design. Based on a 1.65V release (+7.5%) and this new device design(+10%), my new estimate is 933MHz with an outside shot at 1GHz. Willamette should easily break thru 1GHz.> You expect a 933Mhz based upon process tweaks only. You are ignoring the potential impact of design tweaks. The Coppermine we see, was obviously rushed into manufacturing for market reasons.It was a complete re-layout.It stands to reason that speed path tweaks generate an extra 10% speed. So breaking the 1GHz barrier with Coppermine on 0.18micron lithography begins to sound realistic. And if the poly is shrunk further we will be in for much greater speed enhancements. So when will we see all the 1Ghz+ Coppermines ? We could see 1GHz by Q2 2000, if the pressure from AMD Atlon keeps up. Without competitive pressure, Intel may want to hold back the Coppermine speed ramp, to prevent compromising the market for Merced and Willamette. So Process Boys "Tit for Tat" scenario begins to sound plausible.