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

To: Petz who wrote (95424)	2/27/2000 8:39:00 PM
From: Elmer	Respond to of 1573712

Re: "Elmer, re:<flood of COppermines> Along with the flood, comes lots of lower MHz 500 and 550 MHz chips. Apparently, the speed distribution has widened considerably from Intel, because of the notched gates. So to get a few 850 and 866 MHz chips, Intel will have to sell many more 500 and 550 MHz floppers." I can't blame you for that interpretation because that's the way it looks but I don't think that is the way it is. I think you are seeing 2 different steppings in production at the same time. One is flushing out the manufacturing pipeline with lower binsplits and the other is coming out behind it with much higher raw frequency and much higher binsplits. EP

To: Petz who wrote (95424)	2/27/2000 8:40:00 PM
From: Charles R	Respond to of 1573712

Petz, <Trouble is, these 500 and 550 floppers are competing against 500 and 550 K6-2's, since Athlon's below 600 are no longer being sold.> Intel can covert those lower speedgrade CuMines in to Celerons in a heartbeat. Expect Intel to phasein higher-speed Celerons very quickly for that reason. Chuck