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

To: Scumbria who wrote (54547)	4/7/1999 2:20:00 PM
From: Paul Engel	Read Replies (2) \| Respond to of 1570913

scum bria - Re: "Intel miscalculated about Merced and ignored their x86 program." Where do you get this idea? Intel has had IA32 follow-on's on their road map for 3 or 4 years. These have been modified to incorporate changes due to changing market conditions (low cost CPUs) and increased process/yield capability. That's what is killing AMD - Intel's continued IA32/x86 successes. Intel has shown how flexible they can be by RAPIDLY introducing the Mendocino and Dixon with on-chip L2 cache - and they left AMD in the "dust" doing this. Now, you can state that Willamette and Foster are way-late and, to be sure, they are not due out until next year. But you have to remember - Intel has added functionality to the Willamette project - as well as ON-CHIP L2 caches - which were not in the original design spec. These were incorporated because of Intel's improved processing capability. This has necessarily caused schedule slips. So, I eagerly await the eventual K7/K8 vs. Willamette battle late next year - or possibly sooner. In the mean time, Intel's Pentium III will get on-chip L2 cache as you know - Coppermine - and that will provide Intel with a strategic weapon to go up against the Intel-Killer K7 ! Paul

To: Scumbria who wrote (54547)	4/7/1999 4:48:00 PM
From: dumbmoney	Respond to of 1570913

Intel miscalculated about Merced and ignored their x86 program. Sadly true. The true cost of Merced development has been the delay of the P7, due to allocating massive engineering resources to IA64. It will be difficult for Intel to recover this cost even if IA64 is a success (which is not assured). AMD has a window of opportunity with the K7. I hope it's successfull but I'm not buying AMD - they have screwed up too many times in the past for me to trust them. BTW, the K7 has some unique features (not publicly disclosed) that certain users will appreciate.