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

To: tejek who wrote (115343)	6/10/2000 7:52:00 PM
From: Joe NYC	Read Replies (1) \| Respond to of 1571405

Ted, So you think that a normal yield for Willamette speed grades would range from 700 MHz to 2.0 GHz....that seems like a pretty big spread. Is that even possible? I think 600 to 933 will be the low end, and will continue to be served by Coppermine. The only difference is that it will probably be renamed Celeron. Willy will be 1 GHz and up and will be called Piv. At least that's what the plan may be) Joe

To: tejek who wrote (115343)	6/10/2000 11:53:00 PM
From: Dan3	Read Replies (1) \| Respond to of 1571405

Re: So you think that a normal yield for Willamette speed grades would range from 700 MHz to 2.0 GHz.... I think that by next year AMD's slowest Duron will be 900MHZ or 1 GHZ - and AMD will be selling product at that speed for $100 or less. Given the overhead and depreciation associated with each Intel die, it will break even or lose money on any chip slower than 1 GHZ next year. So whatever they allocate FAB space to has to bin out as fast or faster than Duron. And from what we've seen so far, I don't think the PIII core is going to yield very well at those speeds. I just don't see Intel making any money if every PIII slower than 1GHZ goes into the dumpster, and the 1 GHZ parts sell for $100. Regards, Dan