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

To: Charles R who wrote (81153)	11/26/1999 8:44:00 PM
From: DRBES	Read Replies (1) \| Respond to of 1572314

I guess that it is official: www2.marketwatch.com Regards, DARBES

To: Charles R who wrote (81153)	11/26/1999 11:00:00 PM
From: Dan3	Read Replies (1) \| Respond to of 1572314

Re: Two not necessarily good things for AMD...Intel's 0.13 seems on target (first silicon is expected to be CuMine+ in Q2 Hmmm... you might want to take a look at: amd.com I find two points particularly interesting. The first is (slides 5&6) that the Austin .18 yields gate lengths of 120nm while the Dresden .18 yields gate lengths of 100nm. So it looks like the Dresden .18 is maybe more of a .15 - that AMD still expects will be in full production by the end of Q2 - not just starting up. Now look at slide 9. It shows a small amount of production of .13 (with gate lengths as short as 50nm according to slide 7). Ramping slowly during the year starting in early 2000. Given that the Athlon core at .25 ran about 15% faster than the Pentium core at the same feature size, and given that AMD's recent launches have been more timely than Intel's, I think the general situation is still looking better than OK for AMD. Rember that .13 is the generation that is expected to strongly benefit from copper interconnects, and AMD is developing production experience now, while Intel is perfecting a terrific Aluminum production technology that even they consider to be a dead end. Regards, Dan

To: Charles R who wrote (81153)	11/27/1999 12:37:00 AM
From: Cirruslvr	Read Replies (2) \| Respond to of 1572314

Chuck - RE: "Wilamette program continues to be largely on track." At least Intel has something on track for now. ;) "As the long timers on this thread may know, CuMine+ is Intel's backup in case of Wilamette problems." So Cumine+ may never get produced if Willy stays on track? "Rumor mill indicates a high degree of confidence in hundreds of ku of 0.13s in Q3." I see Intel is taking advantage of their big cash reserve to introduce a new process less than one year after their previous process. "So, 1GHz looks pretty certain for Intel in Q3. AMD may have a quarter lead on that right now but Intel is moving pretty fast on the process side." Mustang better be able to scale well!