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

To: Charles R who wrote (89600)	1/25/2000 8:28:00 PM
From: david alexander	Respond to of 1578036

I am inclined to think that jerry was thinking Ruiz even befoe Raza left and that the problem may have been that Ruiz argued against Raza and Jerry took his side once too often.

To: Charles R who wrote (89600)	1/25/2000 8:47:00 PM
From: Scot	Read Replies (1) \| Respond to of 1578036

Chuck,<Ruiz will be received as very credible by the financial community and by the tech community. > Agreed! Couldn't come too soon. This seems the appropriate time to mention that this week's BusinessWeek has an article on the best and worst boards.....you can guess who made the worst list. The criticism was independence and insiders..... Not too sure about this on the micro side. Mot's only big customer on the PC side was Apple. And, I was kind of surprised to hear that he doesn't hang around with Dell. (though living in Austin will help for sure) I was a little disappointed that he won't be moving to California......but then again, Fab25 is in Austin. On another note, we know that AMD is well into talks with someone to share Dresden, and we all think that it is MOT. Wasn't one of the comments that he sold fabs when they weren't needed? How does this decision stand in light of MOT's current need for fab space? Was this for flash? Also....Chuck (or thread), do you know if the k6+ can run at 2.0 volts? Most of the ss7 MB's do not scale to 1.8. Does this mean we're screwed out of an upgrade path? -Scot

To: Charles R who wrote (89600)	1/27/2000 12:08:00 PM
From: THE WATSONYOUTH	Respond to of 1578036

<This has got to be very good for AMD as it will immediately open business doors developed through long cultivation by Ruiz in his MOT role. > Chuck "Not too sure about this on the micro side. Mot's only big customer on the PC side was Apple. And, I was kind of surprised to hear that he doesn't hang around with Dell. (though living in Austin will help for sure)" I will speculate that Moto will sign on AMD (when Dresden starts production)as a second source manufacturer for PowerPC G4E for Apple. The G4E is Moto's redesigned Altivec G4 which includes deeper pipelining, an on chip 256K L2 cache, and faster bus design. Moto has demonstrated 800MHz all ready for this design in .18um technology. In .18um groundrules, on an AMD process, this chip could give the x86 designs a run for their money. Apple wants their entire line to go G4 instead of supporting two divergent(G4/G3} platforms. This can't happen until .18um groundrules. At .18um groundrules, even the larger G4E at FULL speed can go into laptops. I believe Apple will ship in excess of 5 million boxes in 2000. AMD could easily get a nice fraction of those CPUs. I don't believe Moto will transition to .18um for some time and Jobs must be screaming for this chip by now. It would be a drop in for AMD in Dresden since they practice both Copper BEOL and local interconnect needed for the design. If they yield .18um Athlons with on chip L2 and Copper BEOL, they yield G4E as well. THE WATSONYOUTH