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Elmer Phud

10/15/03 8:42 PM

#15170 RE: sgolds #15163

Sgolds -

AMD plans 90nm to be a two-quarter transition, just like their previous generations. Intel takes well over a year (maybe 6 quarters) to get all their x86 product on to a new geometry. So AMD will beat Intel to the 90nm volume crossover point, even if Intel ships first.

This is not true. Intel has never had all it's x86 products on a single process generation. There is still demand for older generations of processors in many embedded designs. This is another area where AMD loses design wins because companies know they can't rely on a continuous supply for year after year. At Intel the older process generations are fine tuned, the equipment is depreciated so they serve to produce chipsets and other products that don't quite need cutting edge technology. In assembly and test the equipment enjoys a longer lifetime too. This is a tremendous advantage for a company to not have to keep scrapping used equipment and facilities because they aren't useful for bleeding edge products.