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

To: Jim McMannis who wrote (45616)	1/12/1999 2:42:00 PM
From: Paul Engel	Read Replies (4) \| Respond to of 1571786

McMannis - Re: " If AMD and Intel (maybe NSM) convert to .18u about the same time then the event becomes a non-event. " The it will most assuredly be an EVENT - in Intel's favor ! Re: "furthur commoditzation occurs." This seems to be the Holy Grail of the AMDroids ! This will GUARANTEE LOSSES for AMD - as if they needed a guarantee ! Paul

To: Jim McMannis who wrote (45616)	1/12/1999 2:54:00 PM
From: Elmer	Respond to of 1571786

Re: "If AMD and Intel (maybe NSM) convert to .18u about the same time then the event becomes a non-event. Dies sizes drop but the relative sizes stay the same. " This may not be the case. Intel will be using a 6th metal layer on their .18u process. Because AMD uses local interconnect on their L1 SRAMS, and 64K compared to Intel's 32K, Intel may see a greater shrink scaling from the relayout using the 6th metal layer than AMD will. Note this is pure speculation at this point. This applies to the PIII or and may not apply to the Celeron. EP