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

To: Paul Engel who wrote (33252)	6/13/1998 11:38:00 AM
From: Gary Ng	Respond to of 1573073

Paul, Re: I suspect high performance 21264/0.25 micron devices won't be readily available until the Intel process is up and running in Fab 17 Didn't Samsung announce that there will be 21264 samples available in June 98 ? Gary

To: Paul Engel who wrote (33252)	6/13/1998 1:51:00 PM
From: Yousef	Read Replies (2) \| Respond to of 1573073

Paul, Re: "DEC is fully counting on Intel to upgrade that Fab to 0.25 micron process technology with high performance/high yields ..." I just got back from the "VLSI Symposium" and a number of interesting things occurred ... 1) Intel is continuing to extend its lead in device/FET performance. 2) Intel's .18um process is going well and .13um will start in earnest very soon. 3) Everyone (except IBM) agreed that Low K is much more important than Cu damascene for improving CPU performance. I still believe this is not needed until the .13um node. Overall it was a good conference, but attendance was down due to the Asian crisis and some US companies posting "poor"results. Make It So, Yousef

To: Paul Engel who wrote (33252)	6/13/1998 1:58:00 PM
From: Yousef	Respond to of 1573073

Paul, Re: "I suspect high performance 21264/0.25 micron devices won't be readily available until the Intel process is up and running in Fab 17 - Intel's new name for the Hudson plant." Everything that I have heard indicates that Intel's .25um yields have been much better than expected/planned. Thus, I expect that the Fab17 "turn-on" at .25um will occur more slowly than I earlier thought ... I have also heard that many previous DEC employees (process) have already left for other companies. I continue to question the Comapq/DEC merger ... this is just one "big mess". The Alpha product be obsoleted by late '00 once Merced is available ... Compaq bought a "pig in a poke". Make It So, Yousef