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

To: Jim McMannis who wrote (82228)	12/7/1999 2:53:00 PM
From: xun	Read Replies (2) \| Respond to of 1576997

Chuck and Jim: "I have a mild concern ... could mean lower ASPs" My take is that GTW came to the Athlon party late. I see two possible scenarios: (1) Athlon on allocation due to unexpected demand :) GTW has to take whatever AMD offers. It means stable ASP. (2) AMD has extra production capacity to satisfy GTW. Whatever AMD ships to GTW, it means more revenue and profits and high utilization of capacity. ASP becomes a secondary issue in this context. My only concern is that whatever GTW gets is AMD's revenue in THIS Q. They MUST be concrete sales. AMD needs as much revenue as possible in this Q. It's not time for AMD to "manage" revenue yet. panic_mob

To: Jim McMannis who wrote (82228)	12/7/1999 3:02:00 PM
From: Charles R	Respond to of 1576997

<I think the bottom of the speed bin for the .18u ones is 750> I have a feeling that the Intel boys will be in for a very tough battle going forward. From what I gather Intel's 0.13 is a 6LM process with Cu interconnect in just the top one or two layers. Apparently the decision seems to have to do with Intel's desire to not slip on the 0.13 intro. Limiting Cu to L6 (or L5, L6) reduces risk and provides a learning curve going forward. This to me sounds interesting in the sense that limiting Cu may help accelerate the schedule but may reduce much of the potential speed benefit of Cu (which I have a feeling Intel may need). Unless AMD messes up big time they should have a nice legup on Cu and that should help going into 0.13. Wonder what the take of the process guys on the thread is on this issue.

To: Jim McMannis who wrote (82228)	12/7/1999 5:56:00 PM
From: Petz	Read Replies (1) \| Respond to of 1576997

Jim, re:<Reports are that even the Athlon 500s that AMD is shipping are down binned 650s> Apparently "down-binning" will continue with the 0.18's. The new power dissipation document for the 0.18µ Athlons has power dissipation listed for speeds from 550 to 750 MHz. So, perhaps only the 500 speed grade will disappear in a little while. See table 14.9 in "AMD Athlon Processor Data Sheet, Nov. 1999" at amd.com BTW, don't worry that the maximum frequency is "only" 750 MHz. These specs are normally revised only when new speed grades are introduced. Table 14.9 can be extrapolated to predict that the 900 MHz Athlon in 0.18u will have about the same power dissipation as the current 650 MHz Athlon in table 6.9. Petz