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

To: Jim McMannis who wrote (26243)	11/29/1997 6:35:00 PM
From: StockMan	Read Replies (1) \| Respond to of 1572838

Jimmy,Jimmy, Re -- What some forget is that Intel at .25 could maybe yield 300MHz Pentiums. Some of the pentiums (on .35u) was overclocked to 290 MHz.. Intel's PentiumII 300 Mhz is on .35u Intel's .35u (other than die shrink) is probably better than AMD's .25u. Add to that AMD's yield (1.5 mil K6's/Q) and you got AMD loosing money for the next several Q's. And speaking of NSM. Watch NSM's earnings take a dive because of that looser cyrix. Stockman

To: Jim McMannis who wrote (26243)	11/29/1997 8:19:00 PM
From: Elmer	Read Replies (2) \| Respond to of 1572838

<What some forget is that Intel at .25 could maybe yield 300MHz Pentiums. Am I on track here?> I think you are. Intel is shipping 233mhz pentium notebook processors right now at I believe 1.9v. I believe those would likely yield 300mhz at higher vcc but Intel doesn't want to raise the pentium to PII performance levels. This is all conjecture on my part but I think it's likely. EP

To: Jim McMannis who wrote (26243)	11/29/1997 10:20:00 PM
From: Yousef	Read Replies (1) \| Respond to of 1572838

Jim, Re: "Obvious answer is a shrink to .25...which is likely why it's taken so long to get to 266. Which also suggests AMD isn't too good with .25 yet..." It also strongly suggests that AMD's .35um process is inferior as compared to Intel's .35um process. Why is that ?? Better device understanding ... better process engineers ... more effective spending of R&D dollars?? I believe that all three questions are answered ... YES!! Re: "What some forget is that Intel at .25 could maybe yield 300MHz Pentiums. Am I on track here?" You are not "on track" here ... Intel is producing 300Mhz PII's with their .35um process. Intel WILL be able to produce 300mhz CPU's for the Mobile market with their .25um process ... maybe this is what you are thinking!!?? Make It So, Yousef