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

To: Bill Jackson who wrote (86569)	1/11/2000 5:28:00 PM
From: steve harris	Read Replies (1) \| Respond to of 1572605

Bill, re:"excess leakage as well as punchthrough under voltage as well as direct shorts, all of which lower yields" I can't find the link, but wasn't the last P3-600s really overclocked P3-500s with the voltage jacked up a little? With the new tweaks you outlined, that may be what happened to those 4 HP Coppermine 733 machines mentioned on JCs chat room. Time is killing them being ran at the extreme. A problem worse than the original pentium problem. They will all die a slow death. steve

To: Bill Jackson who wrote (86569)	1/11/2000 6:27:00 PM
From: Mani1	Read Replies (2) \| Respond to of 1572605

Bill Re << It is quite a problem if Intel indeed has low yields due to notch failures across the board.>> That is very interesting. Intel pulled of the "notch process" real fast, due to the pressure from AMD and its Athlon. What if (all please note that I am saying if and not stating this as fact) they (started to) converted too much fab capacity to notched 0.18 and that is not yielding as well as initially thought. PB tells us that this is not the case. There is supply problem, indications from OEM's is that demand is not great, GTW missed, Dell might also miss (Niles said they are behind in unit shipped), SEG just came in with weak rev. AMD is taking market share away form Intel. And analysts are all again in love with Intel. Hmmm I guess we'll know a lot more on Thursday. Mani