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

To: Joe NYC who wrote (115351)	6/10/2000 11:10:00 PM
From: Elmer	Read Replies (6) \| Respond to of 1571400

Re: "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." I think you guys are getting carried away again. Just like the fantasy of 1.5 GHz TBirds. First off, Willamette demo'd at 1.5GHz on the earliest version of Intel's .18u process known as "858.0". That was "A0" silicon and only about 3-4 weeks out of fab. Months of speed path work has been done and the .18u process has undergone many refinements and further shrinks and Willamette will no doubt benefit as a result thereof. CuMine is far from finished even on .18u and don't be surprised to see a .13u version very early on. With TBird a disappointment and unable to show any clear advantage over current CuMines while at the same time being larger and therefore more expensive to manufacture, I think CuMine alone is well able to compete. When Willy arrives it'll be a new ball game. EP

To: Joe NYC who wrote (115351)	6/11/2000 4:19:00 PM
From: chic_hearne	Respond to of 1571400

Re: 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 out of steam quickly, and mainstream Willy is still almost a year away. Joe, I won't believe Intel can do .13um on Al until I see it. Working with a large die size and no copper, I just don't see how Intel expects to get respectable enough yields to price competitively. If correct, this means AMD can severely undercut Intel in price per processor while still getting more money per wafer. chic