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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.87-0.1%Dec 23 3:59 PM EST
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To: Elmer who wrote (71954)2/20/2002 10:31:12 AM
From: YousefRead Replies (2) of 275872
 
Elmer,

Re: "If that's the case it could mean developing and characterizing a
new set of cell libraries plus maybe a die size increase. Not good"

The LOR changes that I am aware of are at the upper levels of metal
and only affect routing (slightly). I don't expect this to affect
die size much; however, it's just another indication of how immature
the LowK process really is and integration issues. The defect density
that is being reported is abysmal ... If this were INTC, "heads would have rolled".

Make It So,
Yousef
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