Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Charles R who wrote (99698)	3/24/2000 12:52:00 AM
From: Paul Engel	Read Replies (3) \| Respond to of 1571281

Chuckles - Re: "My understanding is most if not all the Spitfire volume is going to come from Fab25. First production lots are going through the fab right now. " HOLY SHEEEEEEEEEET !!!!!! What you are saying seems to be in DIRECT CONFLICT with AMD's prior guidance - that "advanced AThlon Cores" will only come from Dregs-den. I can only assume that DREGS-DEN IS IN EVEN DEEPER DoooDoooo than I was led to believe !! This is a BLOCKBUSTER NEGATIVE DEVELOPMENT for AMD . Paul

To: Charles R who wrote (99698)	3/24/2000 1:20:00 AM
From: Cirruslvr	Read Replies (1) \| Respond to of 1571281

Chuck and All- RE: "Barring any surprises from Intel, Spitfire on Fab25 should be sufficient to keep up with CuMine." Since we now know for sure that Cumine-128KB (Celeron) is just Cumine with half the cache disabled and that a Cumine-512KB is rumored to be coming out this year, what does everyone think about this - Cumine-128 is just a holding place for the low-end until Cumine-512 hits the market in volume later on this year at which time Intel stops disabling half the cache on Cumine-128 and bam, it becomes the current Cumine and takes over the low-end to compete with Spitfire. Intel says Willy will be low volumes this year so Cumine-512 may be the the only thing Intel has to compete with Athlon later this year. Another noteworthy thing is that according to Intel roadmaps on the web, Cascades (Cumine Xeon) will not come out in a 512KB version which leaves the hole for Cumine-512 to fill in. This is a little far fetched but who knows what Intel has up its sleeves...