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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Bilow who wrote (106706)	8/2/2000 7:12:24 AM
From: Bilow	Read Replies (1) \| Respond to of 186894

Hi all; I just went and looked at the Athlon specs, and even with the GHz Ath, AMD allows Tj to +90. That's 20 degrees C higher than Intel at the same speed, but that Tj of +62 on the 1.13GHz part is ridiculous. Bet we don't see the server guys pump lots of data through that part! But it will probably be okay for sitting on some manager's desk where it never has to do anything worse than run a couple miliseconds worth of Microsoft Word every keystroke or so. Since prop delays are roughly proportional to degrees Kelvin that gives margin ratios at the 1.0GHz speed bin of about (90+273)/(70+273) = 6%. In other words, AMD has a 6% raw process speed advantage at the top bin. Clearly, Intel doesn't have any real volume of 1.13GHz processors, and isn't going to get any until they improve their process substantially. This adds that much more fuel to the claims that AMD is outshipping Intel at the GHz level by 12 to 1. I didn't believe those numbers until now, but now I am definitely agnostic (and suspicious). I can imagine how Intel got this POS. Some manager ordered the chip boys to come up with 1.13GHz production. They told him that it couldn't be done, and he (a guy with a sales background, likely) said something like: "But you've demonstrated 1.6GHz in the lab!" To mollify the guy, the engineers put out a temperature derating on the best possible speed bin of their best foundry line, and, to their surprise and chagrin, management says "ship it." What a joke!!! This company is in trouble. They still have no presence in the high end. They could call the new temp range, "cryogenic". -- Carl