According to the best numbers I've seen (as opposed to those who promote AMD as something it isn't), the K6-3 and K7 will create parity with Pentium II's and Katmai. Note *PARITY* not *BETTER*. I know a lot of people have tweaked "apples to apples" benchmarks to make the AMD chips look better, but across the board Intel still enjoys a 10 to 15% performance advantage clock for clock. K6-3 and K-7 running on 133 and 200MHz bus speeds should create close parity. However, with the release of Coppermine, Merced, McKinley, and Wilamette/Foster that parity will once again be lost.
AMD's Dresden fab for K7 is going to be running, what? 5000 wafer starts per week? With Intel's 0.18 micron process getting ready to ramp (if it hasn't started already), which will go in at least two fabs, Intel will have at least double the number of wafer starts per week. Intel's processes (especially ones from the Oregon development facility) have *always* won the yeild game... So if Intel ha 10,000 to 15,000 wafer starts/week of 0.18 micron chips with higher yeild and demand for PC's is flat... AMD won't be able to pick up much ground with K7 to make any long term difference.
Now, what about 0.13 micron? Does AMD have the money to actually develop it? Given deep UV stepper costs in excess of $10 Million a copy and the fact that the current steppers (somewhere in the 240nm range if I remember correctly) would have serious difficulty patterning a 130 nm line even with a phase shift mask...
I see serious problems for AMD in the not so distant future simply in terms of manufacturability. I can forsee a time in 3 or 4 years where AMD may have the "greatest chip design in the world," but no capacity to develop a process by which to manufacture it.
it ain't even funny! Where in the hell do you find anything that supports your belief that the K6-3 and K7 will only get AMD to parity! The fucking K6-2 is nearly at parity for Christ sack! The test results done ALREADY on just the K6-3 show at least a 12% faster chip in any way shape or form to the PII!! The K7 will absolutely leave the PII in its fucking dust! You ARE correct on one point though....and this will save Intel's butt in the short term! Intel has it all over AMD from a production capability standpoint. However, AMD will be capacity constrained ALL of 1999, just as it SOLD OUT of ALL K6-2 production in Q4, 1998!!! (in the news today asshole!) It will sell everything it can make next year and beyond ya scum bucket! AMD won't have to advertise to drum up business....it will SELL EVERYTHING IT CAN MAKE. If I were holding Intel, I'd seriously consider taking my profits RIGHT NOW and dumping it all into AMD stock. Don't hold onto a stock just because it's been good to you in the past. Everything changes, and 1999 will be THE YEAR FOR AMD!! AMD will easily be at $40 early in Q1. That equates to INTC getting up to about 160 or so.....NOT! So don't give me this "at parity" bullshit YA FUCKING TWIT!