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.

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

To: kash johal who wrote (81294)	11/28/1999 9:53:00 PM
From: Cirruslvr	Respond to of 1572807

Kash - RE: "Looks like Jan before they will have adequate Cumines in volume." Just in time for the big Q4 holiday season! ;)

To: kash johal who wrote (81294)	11/28/1999 10:26:00 PM
From: tejek	Read Replies (2) \| Respond to of 1572807

Could someone tell me what CXT stands for? Thanks. ted

To: kash johal who wrote (81294)	11/29/1999 12:16:00 AM
From: Process Boy	Read Replies (1) \| Respond to of 1572807

kash - <And their 0.18 micron seems pretty dogshit slow even with the notched gates etc.> Good! If your attitude is indicative of AMD's, then Intel has an easier row to hoe :-)). For the record, most folks familiar with device design and process technology are not calling Intel's .18 process "dogshit slow". AMD probably has an advantage in that their core is a new design. This will help them vs. MHz if for the sake of argument thier xtors are not as fast as Intel's. Intel's xtor process is most likely a little better, coupled with an iteration of a core that's older. Pro's and cons on both sides. My prediction remains tit for tat vs. MHz. Of course, both sides have to execute on the manufacturing side to make this happen. If one side stumbles, they're going to fall behind rapidly. PB

To: kash johal who wrote (81294)	11/29/1999 12:25:00 AM
From: Process Boy	Respond to of 1572807

kash - <Looks like Jan before they will have adequate Cumines in volume.> What do you consider adequate? If you noticed the leaked Marketing roadmap foils that were linked on JC's, you would have seen a grpahic representation of Intel .18 capacity over time. You may have noticed Q4 of this year was something less than 10%, while Q4 next year is essentially 100%. This is a ramp analogy, not a spigot. I do acknowledge the "what if's" vs. Intel's original Coppermine delay from Q2. Yeah, if that wouldn't have happened, you'd be swimming in the stuff. And the i820 delays may have affected the Coppermine SKU ramp. However, the recovery from at least the original Coppermine manufacturing delay has at least met target, according to Intel execs. I'm not disagreeing with them. PB