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To: Tony Viola who wrote (60985)	7/22/1998 8:40:00 PM
From: Adam Nash	Read Replies (1) \| Respond to of 186894

Re: Copper chips, AMD & Motorola. Remember, several months ago IBM demonstrated a 1.1 Ghz PowerPC technology. It was based on copper, similar to the technology Motorola has. IBM said it expected to have PPC at speeds of 1GHz by the end of 1999. Whether AMD can fab .13 micron copper-based K7s in 2000 is anyone's guess - I haven't been impressed with AMDs execution to date. However, when it comes to chip technology, what they say is clearly doable. Just maybe not by them :) - Adam

To: Tony Viola who wrote (60985)	7/22/1998 9:22:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Tony - Re: " AMD hasn't built chip one with copper yet, at any freaking clock speed, and yet they come out with a prediction of when they'll have a chip 3X as fast as anything they have today! Talk about brass ba!!s Or is it Hail Mary time for them?" You are 100% Correct. It is Hail Mary time for AMD. Let's face it. AMD made this deal with Motorola as an act of desperation. They are ADMITTING that they do not have the expertise, money or resources to develop technology in a manner to remain competitive with Intel. Thus, they are "partnering" with Motorola - giving away something in return for a prayer - a chance - to catch up with Intel. Remember - AMD is doing it's usual "spin city" routine - making a big hoopla out of an admission of near-defeat. And the media let's them get away with it! Paul

To: Tony Viola who wrote (60985)	7/22/1998 9:27:00 PM
From: Paul Engel	Respond to of 186894

Tony & Intel Investors - More on Intel's 700 Mhz 0.18 micron Process Here's another article discussing Intel's upcoming 0.18 micron process and expected clock speeds of 700 MHz. At least Intel has already demonstrated 700 MHz operation on its 0.25 micron Pentium II ! Paul {===============================} Intel diagrams 700-MHz technology By Michael Kanellos Staff Writer, CNET NEWS.COM July 22, 1998, 4:10 p.m. PT URL: news.com A major manufacturing advance in the second half of 1999 will enable Intel to introduce smaller, faster, and less expensive chips running as fast as 700 MHz. Late next year, the company will release two chips made on the 0.18 micron production process, according to a company spokesman. Generally, the smaller the production process, the more transistors can be packed into a chip and the faster it runs. Intel is currently using a "fatter" .25-micron process to produce mobile Pentium chips and Pentium II processors. The new "Coppermine" will be a chip for desktops and notebooks, while "Cascades" is intended for use in servers and workstations. Both will include the new Katmai instructions, a technology due earlier next year that will boost multimedia performance, the spokesman added. Katmai is informally known as "MMX 2." Intel would not reveal the speeds of Coppermine or Cascades, but MicroDesign Resources recently predicted that the chipmaker would introduce the 0.18-micron process in the second half of 1999 along with a series of chips for different markets. A 600-MHz Pentium II for desktops and a 700-MHz Xeon chip for servers and workstations are slated for the second half, the noted industry analysts said prior to today's disclosure. In addition, Intel will likely release a 366-MHz chip for mobile computers with 256K of high-speed cache memory integrated directly on to the processor. Despite this spate of activity, Intel will not be the first company to begin shipping 0.18-micron chips. As reported earlier, IBM will release its first 0.18-micron PowerPC microprocessors for commercial consumption later this summer, according to sources close to IBM. Moreover, these processors will use copper rather than aluminum wires to connect circuits, a change in metals that will in time improve performance. IBM's roadmap also seems to indicate that it will be producing 0.18-micron processors based around the Intel architecture by 1999 or 2000. Although the exact timing and sequence of these events cannot now be determined, various analysts have pointed out that chips based around new process technologies typically come out first for the notebook markets. Certainly advances in chip manufacturing have been accelerating. In the past, the shift from one process technology to the next has taken three or more years. Intel began producing chips under the 0.25-micron process in September 1997, or about two years before the first 0.18-micron chips are due. Manufacturing advances lead to smaller circuitry and smaller chips. In turn, this means processors that are cheaper, because a company can get more chips out of a single wafer, and faster, because closer circuits means less travel time for electrons. Intel is an investor in CNET: The Computer Network.

To: Tony Viola who wrote (60985)	7/22/1998 9:30:00 PM
From: Paul Engel	Respond to of 186894

Intel Investors - Intergraph is Whining about Intel's Evans & Sutherland Investment Read it an weep. Paul {=======================} Intergraph: Intel deal confirms threat By Michael Kanellos Staff Writer, CNET NEWS.COM July 22, 1998, 5:55 p.m. PT Intel says that that its investment in graphics chip vendor Evans & Sutherland is about enhancing the performance of workstations, but Intergraph claims the move confirms all of its fears. Intergraph, which makes both Intel-based workstations and also high-end graphics subsystems for workstation vendors such as Dell, today said that Intel's $24 million investment in Salt Lake City-based Evans & Sutherland (E&S) bolsters the argument that Intel is using its weight in microprocessors to muscle into the graphics arena. The issue is central both to a lawsuit brought by Intergraph and an antitrust suit filed by Federal Trade Commission. "Obviously, this further confirms key points Intergraph is making in its lawsuit against Intel, that Intel is a competitor of Intergraph's and that Intel is actively expanding deeper into graphics," said an Intergraph spokesman. "We are sure that the Federal Trade Commission will find this interesting." Most observers canvassed by CNET's NEWS.COM do not see the investment as a direct assault on Intergraph, but the circumstances give Intergraph room to argue. This is the fourth investment in graphics companies that Intel has made in the past few years. E&S is also one of Intergraph's prime competitors in the graphics subsystem arena. "They [E&S] are definitely an up-and-comer," said Dan Dolan, workstation analyst at Dataquest. "They have some of the better chips out there," he continued, adding that the company has recently acquired smaller competitors. "Evans & Sutherland has a history for being one of the strong players in the marketplace," said Dave Mack, president of Technology Business Research. Intergraph and E&S in fact battled it out for attention at Siggraph this week. E&S announced that it would work with Compaq to develop graphics subsystems for that company's high-end workstation PCs, based around both Intel and Alpha processors. Intergraph, meanwhile, announced the next generation of its graphics subsystem. For their part, Intel and E&S stated that the investment is being made to enhance the graphics capability of Intel-based workstations. Although Intel workstations currently account for 70 percent of workstation sales, they produce less than 50 percent of the revenue, said Pat Gelsinger, vice president and general manager of the Business Systems Division at Intel. To get into the higher echelons of the market, better graphics subsystems are needed. "Our objective is to expand the Intel architecture, period," he said. Mack agreed, saying Intel's stake in E&S only comes to 8.2 percent, hardly a controlling interest. (Intel is also an investor in CNET: The Computer Network.) "This is being done to facilitate higher-end systems," he said. "They have been making investments in a wide range of companies." Still, Intergraph and sources close to the FTC have said that Intel's interest presents a concern. Intergraph has alleged in its suit that Intel pulled a nondisclosure agreement with Intergraph in an attempt to get access to Intergraph's graphics technology. The FTC has raised Intel's handling of Intergraph as a major issue in the agency's case. In addition, the graphics market has been a focal point of an ongoing investigation into Intel's business practices by the FTC. Graphics vendors reported last year that the agency contacted them with regard to its antitrust investigation. Former FTC investigators have also said that the FTC is looking into the competitive effects of a product code-named Whitney, a combination chipset-graphics chip for low-end workstations that Intel plans to bring out next year. Nonetheless, the agency approved Intel's acquisition of Chips & Technologies earlier this year. Tech Talk...