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

To: tejek who wrote (115339)	6/10/2000 6:39:00 PM
From: Dan3	Read Replies (1) \| Respond to of 1571351

Re: Does this not indicate that the Willamette is not yielding at speed grades as high as once thought? IMHO it's more of an indication that the PIII core isn't competitive with Duron or Athlon. Kind of like AMD dropping the K6 core because it wasn't competitive with PIII. It may mean that those roadmaps showing 1.2GHZ PIIIs for next year are going to have to be changed. Regards, Dan

To: tejek who wrote (115339)	6/10/2000 7:47:00 PM
From: Joe NYC	Read Replies (2) \| Respond to of 1571351

Ted, Does this not indicate that the Willamette is not yielding at speed grades as high as once thought? I have a feeling that Willamette under .18u process is in trouble. It may end up being a Dell only product, like RDRAM - volumes too low to satisfy the whole marked, but enough to send some evaluation machines to hardware sites / PC magazines. It looks like Intel is looking to .13u shrink (and maybe some changes in core) to help it become a more mainstream, manufactureable chip and take over from Coppermine, but to me, Coppermine is running our of steam quickly, and mainstream Willy is still almost a year away. So instead of "slamming the door shut", I see the door wide open for AMD to walk in and take as much of market as the manufacturing side allows. Joe