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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: TechieGuy-alt who wrote (4505)	8/11/2000 2:32:59 AM
From: Paul Engel	Read Replies (1) \| Respond to of 275872

Re: "Wow! Why so much emphasis on coppermine? 0.13, 200Mhz FSB, 512KB L2 cache? Mid 2001 launch date! Won't P4 been out for more than 8 months by then?" Of course. This falls perfectly into Intel's segmentation strategy. The Tualatin will go head to head with AMD's best (at that time) and the P4 and its 0.13 micron cousin will clean up profits at the high end in the workstation high-end desktop segment. Re: "I presume that Intel will have limited capacity on 0.13 next year, " That's a safe assumption - since they have limited 0.18 micron capacity this year ! Re: "why would they not want to ramp P4 to 0.13, decrease core size, decrease power, boost MHz and blast AMD out of the water?" They will - only the Process Driver is - and should be - a design with a known history and well understood circuitry. Northwood is the code-name of the 0.13 micron Willamette. AMD will introduce a hybrid Muskrat later this year - with 0.13 micron transistor front end - and the back end the standard 0.18 micron process. That's how AMD will achieve most of its power reduction on the Muskrat. Re: "The comment about xeons does not sound right. I doubt that (multi processor) Xeons would ever be released with a 200Mhz bus. Too difficult to do with Intel's (current) GTL+ bus. " Intel's Willamette runs at 100/400 MHz FSB - so I think they have this one all figured out already.