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

To: Process Boy who wrote (89085)	1/23/2000 10:15:00 AM
From: hmaly	Read Replies (3) \| Respond to of 1572541

I have been reading both yours and Mani's post on copper and I believe both of you are right. Yes, 6 months ago it didn't make sense to go copper, now it probably does. Especially in light of Dresden coming on line shortly with 1 ghz copper chips. Based on AMD's past record, Intel felt they had time to wait for improvements in copper depositing equipment and methadology. With AMD's abilty to improve speed by using copper and put cache on die, Intel could find themselves 2 -3 sgeed grades behind until Willamette or .13 um. Now will this lead to the demise of Intel? NO!!!! But it will erode Intel's monopoly position and this erosion could cost them dearly in lost sales and licensing fees. Furthermore it will lead to an erosion of confidence by oems in Intels superiority in technology; whether justified or not. The "Intel inside" logo will start to stand for mediocrity. So the question isn't about 6 months ago but rather now. Will Intel be able to get to .13 um with or without copper, as IBM, MOT and AMD will all have copper shortly. Without copper will Intel be thought of as a tech leader or loser. Intels assertion of "cost too much" ring hollow with their 60% margins and $400 mu compensation packages. Only time will tell, but now is not the time for excuses; for Intel time is running out.