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

To: Scumbria who wrote (94382)	2/20/2000 7:18:00 PM
From: Cory Gault	Read Replies (2) \| Respond to of 1571281

Scumbria: re - "The yields will stink, but it will keep Intel from losing all their business accounts to AMD." Interesting comment, especially considering there is no "business" AMD business. Lots of AMD Pavilions and Presarios.no Vectras or Deskpros.why?

To: Scumbria who wrote (94382)	2/20/2000 7:43:00 PM
From: Saturn V	Read Replies (1) \| Respond to of 1571281

Ref It seems to me that Intel's strategy for PIII is to throw a huge number of wafers at the problem with very aggressive manufacturing parameters. They will obtain a reasonable number of fast parts, and hold until Willamette. The yields will stink, but it will keep Intel from losing all their business accounts to AMD. You are assuming that Intel's design and process do not change. We are all aware that the B0 stepping is imminent. I am reasonably certain that the new stepping should gtve a 15% better speed. And heaven knows what process tweaks are under way. So I am reasonably certain that 1GHz Coppermine will ship in significant volumes. ( >10 percent bin split). However AMD is not sitting still either. Definitely the on chip cache will boost the performance at the same MHZ.The Dresden process has smaller poly features, boosting the MHZ It is not clear where the Coppermine will stand w.r.t. competition in six months. But 1GHz Coppermines will be here in force and quantity.