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

To: Process Boy who wrote (86271)	1/10/2000 12:46:00 AM
From: kash johal	Read Replies (1) \| Respond to of 1572382

PB, Re: "Laptop issues" Yes I can see the laptop push as a major push and conced how they may be building a ton of parts for such a launch. As far as speeds, sure the stated goal has been sames as desktop speeds so they may well have 700-800Mhz desktops and 500-600Mhz laptop speeds who knows. I know that Geyserville parts were due in Q4 and then delayed so it is credible that wafers were started for these. The hint you are giving here does make sense to me that this would be the case and can explain the 0.18 shortage. The real surprise is that they are a dual poly process and parts cannot be shared with desktop space. Should be interesting to see these parts in a week or two!!! regards, Kash

To: Process Boy who wrote (86271)	1/10/2000 1:57:00 AM
From: Petz	Read Replies (2) \| Respond to of 1572382

PB, IMO Intel's geyserville may be a great technical feature which unfortunately will not add to the bottom line. This is because Intel already has too many speed grades, packaging types, bus speeds, and now is considering adding a new core designed specifically for dual power laptop configurations. Even their laptop parts are still sold in multiple package types, are they not? With well over 100 CPU parts, it makes future Gateways more likely to happen -- improperly forecasting demand for the multiplicity of parts. AMD may waste a watt of power and lack the "changing speed on the fly" feature, but by not having a dual-power-specific core, they will save themselves the grief of bad forecasts. Petz