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

To: Scot who wrote (82465)	12/9/1999 1:05:00 PM
From: Charles R	Respond to of 1573074

Scot, <Sharky weekly cpu prices: sharkyextreme.com > <Recent conversations we've had with multiple sources close to AMD have indicated that an 800MHz .18 micron Athlon is ready and waiting to swoop down into OEM system integrator channels the moment AMD management and their business partners decide that it makes economic sense to do so. > Wasn't Mako saying a month back, Intel may do 800 before the year-end and AMD will be limited to 700 until mid-to-late January? Boy, how things have changed in a month! <It seems that .18 micron production yield levels from AMD's Austin Texas "Superfab" are quite good, possibly even better than expected, and AMD is loading the chambers of their 6-shooter as fast as possible with faster Athlon models to prepare for a looming MHz gunfight with rival Intel in the first six months of next year. > I am looking forward to Paul's updates on AMD yields after Q4 volumes become known ;-) <Hopefully the second generation Athlon core that offers integrated L2 cache will appear soon, so the entire L2 cache problem can be rendered moot. Right now the AMD timetable states that Q2/2000 is the target for such an event to occur, but with all the good things we're hearing about AMD's new Dresden Germany fab, that date could possibly be advanced. > Glad that eve Sharky is hearing the same. I increasingly feel good about Dresden in March. And boy what could that do for earnings! Things are going great for AMD and the market seems to beat it down everytime there is some bad news about Intel! Chuck

To: Scot who wrote (82465)	12/9/1999 1:11:00 PM
From: Petz	Read Replies (2) \| Respond to of 1573074

A comment on CuMine supplies. After reading Sharky's (If they're all out of stock, then it's likely there is indeed a tight supply of chips coming from Intel, which is surprising considering that they've dedicated four of their fabrication plants to the .18 micron process launch) I may have an explanation for the low availability of CuMines. According to Aces Hardware, aceshardware.com, if a Coppermine CPU only has 128K of its 256K L2 cache functional, it is supposed to be sold as a low end Celeron chip, which would still be superior to the standard Celeron chip. (BTW, AMD will use the same strategy to salvage future Athlons with half-functional L2 caches.) I suspect that on a lot of the CuMines being manufactured, the L2 cache is not fully functional or it is a speed limiting factor. The introduction of the 128K CuMine has not happened yet because OEM's probably didn't want to confuse the marketplace with new low-end chips. So Intel may be sitting on an inventory of 128K L2 Cache Coppermines. It is also possible that the 128K CuMines don't work because of a design problem. One of the two is true -- either Intel is building an inventory of 128K Coppermines, or something is wrong with the 128K Coppermines which will require (most likely) a mask revision. Petz