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

To: puborectalis who wrote (117420)	11/12/2000 7:15:17 PM
From: Elmer	Read Replies (3) \| Respond to of 186894

If I may divert from the main topic for a moment and discuss technology, I hope no one minds. "Officials at Advanced Micro Devices Inc. confirmed Friday that the chipmaker has eliminated the Mustang microprocessor from its future plans, but said the firm still plans to field a chip for workstations and servers" Once again AMD appears to have problems manufacturing devices with large on-die caches. It has long been suspected that AMD's reliance on local interconnects, which allow for smaller sram cells, may also be a yield limiter. It has puzzled me for some time why the output of their 2 large fabs is rather low and here again we see AMD canceling a product which it would seem they need in their portfolio. SMP performs better with large ondie cache and that's what Mustang brought to the table. To cancel it now, on the heals of the admission that .13u is well behind Intel's version is a serious blow and suggests that like SMP, they just can't get it to work. EP