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

To: kapkan4u who wrote (57711)	5/10/1999 12:55:00 AM
From: Process Boy	Read Replies (2) \| Respond to of 1573856

kapkan4u -<I am nervous about INTC's aging p6 core> I am not. I'll leave it at that. <The WMT core is a year away which creates a window of opportunity for K7. When WMT goes into volume production, K7 will be on 0.18cu running at 1.4G at half the WMT's die size.> Do you have reference for these assertions? I personally don't believe Intel doesn't have a better response in the wings than the one you outline. If AMD executes to 1.4 GHz by mid next year, than I agree, Intel has a problem. I think this highly unlikely, however. <Many AMD's manufacturing failures are probably due to pushing the 5 stage k6 to over 400 mz. > I believe this is an accurate assumption. <I suspect that Intel could have had similar problems had they tried to push the p5 core to over 400 mz.> I personally doubt that there will be any problem ramping the the P6 (you said P5) core to above 400MHz, since it has easily ramped to 550MHz already on .25um. I have reason to believe it could easily hit =>1GHz on .18um. The only reference I can provide is the much maligned on this thread public demonstration that Intel did recently. I have to leave it at that. <Having said that, I am long on INTC because I think the Internet is creating an explosion in demand for servers for the next 2-4 years. They have the capacity to satisfy that demand. The SMP Xeon platform will probably see little or no competition from K7 for about a year. Windows 2000 and post-Y2k corporate buying will propel INTC's earnings into the 3.20-3.80 range for the next year.> I'm a big fan of INTC's prospects in the Server and Workstation markets. Cascades should be a big hit in the above scenario. I'm with you here. PB

To: kapkan4u who wrote (57711)	5/10/1999 5:12:00 AM
From: Mani1	Read Replies (2) \| Respond to of 1573856

Hello Kapkan4u, Welcome to SI. Re <<My sources tell me that the AMD K8 design team has taped out a month ago and is already working on the next generation processor K9 (code name DOG).>> Can you elaborate on this at all? Mani

To: kapkan4u who wrote (57711)	5/15/1999 12:49:00 PM
From: DRBES	Respond to of 1573856

re: "My sources tell me that the AMD K8 design team has taped out a month ago and is already working on the next generation processor K9 (code name DOG)." Both I and an occasional contributor to this thread, "gregnus", have expressed a prior claim to this nomenclature for that name designation. I believe that gregnus has represented that he has actually applied for the trademark rights. AMD may find themselves as the object of yet another litigation action if they do not get prior permission and a license for use from Mr. gregnus. I am not legal expert but I suspect that Mr. gregnus's suit will prove to have far more merit than the almost two dozen class action suits that have recently been brought against AMD. Regards, DARBES