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

To: Process Boy who wrote (91183)	2/2/2000 8:57:00 PM
From: Dan3	Read Replies (2) \| Respond to of 1574638

Re: Willy is a big die. I have to refrain from actual figures... Here (I think) is the current Intel mix: PIII .25 123mm2 PIII .18 106mm2 Cel .25 154mm2 Lots of wafer space will become available as the PIII transition from .25 to .18 is completed. More wafer space becomes available as the Celeron moves to .18 and new FABs come on line, but the new FABs are still next year at the soonest (is that correct? I'm assuming Israel is on line now, and the next FAB will be AR or the ex Rockwell facility in CO - AR is a bit more than a year away and CO is aimed at flash, right?) But if Willamette is substantially larger than PIII .18, I would guess it won't be a chip that Intel will want to produce in volume until .13 and CO online (late Q4 to Q1 '01?). It should be interesting, since it looks like AMD's strategy in that time frame will be to put 2 die on the chip that competes with Willamette, and early indications are that the dual processor AMD chip won't be much larger than Willamette. Two totally different approaches, each will probably have its strengths and weaknesses. How will two fast 9-pipe chips compete with one faster 11-pipe chip? (I think Willamette is 11 pipe, but I'm not sure) I guess we'll find out in about a year! Dan

To: Process Boy who wrote (91183)	2/2/2000 11:07:00 PM
From: Charles R	Read Replies (1) \| Respond to of 1574638

<Willy is a big die. I have to refrain from actual figures. The original Pentium was big, the PPRO was big, Willy is big. Shrinks and compactions will obviously occur over time. We will have to see if the performance benefit is worth the Si real estate. I happen to believe it might (be worth it).> The downside is it may not scale-well until shrunk (power dissipation, clock skew issues). P.S.: Continuing to make the case for the need to go to 0.13 for real ramp ;-)