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

To: Scumbria who wrote (120729)	7/23/2000 3:42:20 PM
From: Paul Engel	Read Replies (3) \| Respond to of 1573143

SCUMbria - Re: "Actually, it was Intel who started the current war with the X-box coup. " Huh ? What Current War ? Intel's CPU prices and ASPs haven't gone down one penny due to X-BOX CPUs - they haven't SOLD ANY YET !!!! Intel outmaneuvered AMD on the X-BOX because AMD was undoubtedly pricing 0.18 micron AThWipers for Microsoft - whereas Intel knew that the Pentium III would be transitioned to a 0.13 micron process by the time X-BOX deliveries would materialize - in late 2001. Credit Intel with Foresight and Good Progress towards 0.13 Micron Process Development !! AMD's AThwiper would have required a larger power supply and and excessive cooling - necessitating a larger enclosure and greatly increased manufacturing costs for Microsoft. The Pentium III will be about 75 sq. mm. on that process, allowing Intel to sell it for low prices while maintaining reasonable profit margins. The lower Power Pentium III will be EVEN LOWER POWER on a 0.13 micron process - helping lower Microsoft's costs even further! Credit Intel for saving the day for Microsoft's X-BOX strategy ! Re: "AMD's strategy of using CMP (Sledgehammer) may rescue their ASPs by offering significantly higher performance, with only a small increase in manufacturing and engineering cost. " MAY is the operative word here. First AMD has to complete the design. Second, just how BIG will the SludgeHumper be? We already saw the AthWIper die size increase by 20% when AMD added a 256K L2 cache. Adding 64 bit address and data paths all across that chip - as well as 64 bit registers - is not going to make it any smaller. Which implies that AMD will have design the SludgePumper on a 0.13 micron process - so AMD will be forced to bring up a NEW device and a NEW process simultaneously. Good luck ! And - let's not forget - where is the groundswell of SLudgeHumper hardware and software commitments from ISVs and developers? Perhaps you can post at least ONE SUCH ANNOUNCEMENT ? Re: "What will Intel do to stop the slide? What slide is that - the SLIDE in AMD's stock? Intel's earnings are increasing, their revenues are increasing, their volumes are increasing and their manufacturing capacity is increasing and their CPU performance is increasing. Paul