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

To: Rob Young who wrote (109845)	5/8/2000 11:19:00 PM
From: chic_hearne	Read Replies (1) \| Respond to of 1586861

Re: Dream on there chic ... Rob, I'm not that familiar with Big Q's efforts. If Big Q can deliver Wildfire in volume ASAP, that spells more problems for SUNW. The main point is SUNW will be pushing an obsolete UltraSparc III. Both IBM and Big Q should benefit from having SUNW out of the top end. I think CPQ is also another company that would give up its 64-bit efforts if there was a solid alternative. There's a huge potential market here for AMD and INTC. chic

To: Rob Young who wrote (109845)	5/9/2000 12:14:00 AM
From: THE WATSONYOUTH	Read Replies (1) \| Respond to of 1586861

Re: "Those are 731 MHz .25 micron 21264s... much faster CPUs showing up someday.." Are you saying these new Wildfire systems will ship with .25um Silicon technology? Seems a bit late to still be introducing .25um systems. That's how IBM screwed up vis-a-vis SUN. Only 60% faster than high end S80?? Remember, the silicon technology in the S80 is all ready 23 months old and they don't even aggressively sort to real short channel lengths. Also, the IBM R6000 line is using an old chip design. IBM will update the S80 line before year end with much more aggressive .18um silicon technology and then next year again with a new (Power 4) design. I suspect Wildfire will leapfrog over IBM S80 and Sun E10000 for the time being and them be leapfrogged itself by Sun with Serengeti and IBM with Power 4 by next year. So, I don't see anything earth shattering here. What is most apparent is the inability of all the competitors (SUN/COMPAQ/IBM/INTEL/HP) to put out competitive CPUs/systems on any kind of a reasonable timely schedule. It makes AMD execution look superb. THE WATSONYOUTH