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

To: Petz who wrote (80662)	11/21/1999 10:48:00 PM
From: Elmer	Read Replies (2) \| Respond to of 1584271

Re: "is there any good reason that AMD did NOT put the L2 on-chip in the aluminum 0.18 Athlons? " Defect density is a good place to start speculating. To be effective it would need to be 4x the L1. That would make it 512K. AMD can't seem to manufacture the K63 with only 256K on die L2. The K6-2+ with only 2x the L1 size is a clear giveaway that AMD has to invent a new part rather than scrap all the K63s that can't be made to work with 256K L2s. EP

To: Petz who wrote (80662)	11/21/1999 11:03:00 PM
From: Goutam	Read Replies (1) \| Respond to of 1584271

Petz, AMD EPS Contest - Q4'99 Sep 21, 1999 - 10:41PM ------------------------ Date Msg K7 K6-X Mem Stock Name Entered Board EPS Sold,ASP Sold,ASP Sales Price -------------- ------- ------ ----- ---------- -------- ----- ----- JUR 11-21-99 JC $0.10 1.15M,$280 4.9M,$60 $240M $31 michaelmedia 11-21-99 JC $0.41 1.60M,$285 5.2M,$69 $290M $47.50 ratdogg 11-21-99 JC $0.16 1.40M,$265 4.6M,$58 $290M $38 plethora 11-21-99 JC $0.06 1.05M,$290 ??? ??? $30 niceguy767 11-21-99 SI $0.31 1.00M,$275 4.6M,$70 $250M $41 Athlon_K7 11-21-99 Yahoo $0.14 1.20M,$260 5.1M,$65 $270M $35.25 ------------------------------- ----- ---------- -------- ----- ----- Avgs: 6 (JC:4, SI:1, Yahoo:1) $0.20 1.23M,$276 4.9M,$64 $268M $37.12 Stock Price - Closing price on the day after the Q4'99 AMD earnings announcement. contest Details: www4.techstocks.com; Goutama

To: Petz who wrote (80662)	11/22/1999 1:11:00 AM
From: Charles R	Read Replies (1) \| Respond to of 1584271

<If Intel got 1st silicon on Wilamette before January, why would they tell anyone? > They may not make it public immediately but if the chip looks reasonably good, I fully expect them to tell that to their key OEMs to prevent them bolting en masse to Athlon. <is there any good reason that AMD did NOT put the L2 on-chip in the aluminum 0.18 Athlons? > My guess is power. Athlons run pretty hot and based on the data so far the speed seems to be limited by heat. Cu should help that. Another possible reason: Given the rumors about nice yields and bin splits at Dresden, AMD may not decide to do any major new processor developments for Fab 25 (Al). <Is there a chance that we will see aluminum Athlons with on-chip L2 or 256K L1 before we see copper-interconnect Athlons? > I heard about 256K L1 cache a while back and thought they would be available in the first half. I think it still makes a lot of sense but lately the rumor mill does not seem to support that. The roadmap that is being shown around is not the roadmap that was rumored earlier. So I think the odds of seeing a 256k L1 have gone down. Chuck