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

To: kash johal who wrote (86226)	1/9/2000 11:33:00 PM
From: Charles R	Read Replies (1) \| Respond to of 1572348

<I believe that Mustang will essentially be on 0.13 with copper interconnect. Seems almost impossible to me that they expect to be able to do this by Q3/Q4 out of dresden. If they can we'll see a $100 share price as the chips should be small, inexpensive to make and clock like a bat out of hell. Also should be incredible laptop CPU as well.> Yup! It is going to be quite a coup if AMD pulls this off.

To: kash johal who wrote (86226)	1/9/2000 11:51:00 PM
From: Process Boy	Read Replies (3) \| Respond to of 1572348

kash - <Also should be incredible laptop CPU as well.> Speaking of incredible laptops, as well as tying in to some of our earlier discussions, I believe Intel is pretty close to launching a class of product that will have not peer for quite a while, at least. This class of product operates at 2 + 1 additional voltage settings (requires this class of product to be a separate inventory, due to poly gate sizing optimization, i.e., requires own wafer start allocation, can't convert desktop to it), will have wireless capability, extended battery life, exceptional performance, etc. I am also very pleased with the margins these products command. Since the product class will have not peer, i.e., competition currently has no answer to it, maybe Intel can afford to do a classical style launch. Also, the current Intel offerings of this class of product do not seem to suffer these perceived availability issues. Any thoughts as to how the above might tie in to discussions we've recently had regarding capacity, etc.? PB

To: kash johal who wrote (86226)	1/10/2000 12:08:00 AM
From: Tenchusatsu	Read Replies (1) \| Respond to of 1572348

Kash, <I believe that Mustang will essentially be on 0.13 with copper interconnect.> What do you mean? Do you mean that Mustang will have a smaller back-end feature size, kind of like how the Athlon on 0.25u was made on a "hybrid" 0.25u/0.18u process? This is getting somewhat confusing for me. I'd be content with just calling Mustang a 0.18u chip, even if it's an enhanced version of the 0.18u process. Intel is also enhancing their 0.18u process for Coppermine (and others), and I believe the details of that enhanced process will be outlined in its 1 GHz demo this February. Tenchusatsu