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

To: Joe NYC who wrote (103674)	4/11/2000 12:36:00 PM
From: tejek	Respond to of 1570535

You have mentioned die size repeatedly. Do you have a guess about Willy's die size? What about Intel's migration to .13u? That would take care of the die size, and improve performance as well. I would be surprised if Intel was not putting huge amount of resources into accelerating the .13u process development. Joe, I would not be surprised either. That was my point last nite....I think Intel will be throwing everything it has at getting a head of AMD. ted

To: Joe NYC who wrote (103674)	4/11/2000 12:43:00 PM
From: Mani1	Read Replies (1) \| Respond to of 1570535

Joe Re <<You have mentioned die size repeatedly. Do you have a guess about Willy's die size?>> It is much bigger than PIII, I can't say anymore than that. Re <<What about Intel's migration to .13u?>> That won't happen early enough for Ted's scenario to come true (earning's warning by 9/00 or 3/01), not even close. Re <<I would be surprised if Intel was not putting huge amount of resources into accelerating the .13u process development.>> They are doing just that, but the migration to 0.13 will not happen overnight, in fact it will be very slow. Fist of all the equipment makers are not ready specialy the front end litho. There is not a whole lot chipmakers can do but to complain about the equipment makers being too slow (Intel is doing just that). Mani Mani