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To: andreas_wonisch who wrote (4863)	8/13/2000 8:25:56 PM
From: Jim McMannis	Respond to of 275872

Andreas, RE:"IMO it's much more likely that Intel will increase the Celeron FSB to 100 MHz in 2001 (=low end) and sell the P3 with 200 MHz FSB in the mainstream, mid-range market. I think they will drop Timna completely. So AMD will be extremely competitive in all market segments except perhaps the high end where P4 could outperform Mustang on highly optimized applications." This is what I've been saying. Although Timna was probably supposed to supplant the Celeron I think Intel will end up dropping it unless they don't want to hurt Andys feelings.. What could change my mind? Well, the Timna could scale better than I think it will but with the X-box w/P-3 and a heck of a graphics engine coming out the same time, basicaly a give away from Intel and Microsoft...$300?...who would want a slower Timna and integrated graphics engine for more money? Besides, a Timna has to cost considerably more to make than a P3 will next year. So a P3 and an integrated i815 shouldn't cost that much more than Timna... and if I'm right the Timna won't scale near as well... Jim

To: andreas_wonisch who wrote (4863)	8/14/2000 9:01:37 AM
From: that_crazy_doug	Respond to of 275872

<< ). I don't see why another core shrink (.13 micron) with increased L2 cache(!) would improve binsplits significantly. IMO the P6 core has reached its limits at the 800-1000 MHz range. >> A process shrink will always increase speed. Did you see any 1 ghz p3s at .25 micron? The average at .25 was probably around 500-550, now the average is probably around 750-800 at .18. I think it's reasonable to expect the .13 average to be over 1000, and possibly in the 1100-1200 range with the highest binned parts at 1500.