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

To: Tenchusatsu who wrote (37136)	9/18/1998 1:08:00 AM
From: C_Johnson	Read Replies (1) \| Respond to of 1570942

Hello Tenchusatsu, Even though Merrill's analysts expect '99 to be a tough year, I have seen several reports that suggest a "second half recovery in manufacturing orders to the electronic industry" (specifically Asia) and the potential for an "upturn in the semiconductor industry in Q498." I would love to see this happen but all the data I have seen suggests this is a seasonal upturn. If we do start to see a more pronounced increase in device demand - especially in Asia - I would really start jumping up and down. If that happens, it is possible that even the lower clock speeds will see solid demand. Of course, manufacturing high speed parts is certainly an issue. One thing is certain, if demand starts to swing to the upside that can only mean good things for Intel. Time will tell.... Regards, Carl INFRASTRUCTURE infras.com

To: Tenchusatsu who wrote (37136)	9/18/1998 2:19:00 AM
From: Paul Engel	Read Replies (2) \| Respond to of 1570942

Tenchusatsu - Re: "it seems that they're counting on AMD to release the 400 MHz K6-2 early in the fourth quarter" You must consider the system performance of the 400 MHz K6-2 - and the 350 MHz one and 450 MHz K6-2 as well . All three of these are STUCK with a 100 MHz L2 cache on the motherboard of a socket 7 system. The CPU clock speed goes up, but the L2 cache speed DOES NOT SCALE ! Thus, the overall system benefits of faster K6-2 will be incrementally SMALL ! On the other hand, Intel's Pentium II has an L2 cache that scales in speed as the Pentium II CPU clock increases - at a ratio of 1 to 2. A 400 MHz Pentium II runs with a 200 MHz L2 cache, TWICE the speed of an L2 cache (100 MHz) on a 400 MHz K6-2 system. This will result in poorer incremental system speeds, requiring AMD to sell these at prices only marginally higher than 350 MHz K6-2s. AMD dearly needs the delayed K6-3 with built in L2 cache. But, the larger die size will cramp their profits as the silicon costs rise by about 44% or more, depending upon AMD's defect density. Paul