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Politics : Formerly About Advanced Micro Devices

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To: Charles R who wrote (65164)	7/14/1999 1:29:00 AM
From: THE WATSONYOUTH	Read Replies (1) of 1580190

Re. Could you expand on where you think AMD is w.r.t. Cu and where they will be in six months and the reasoning behind your thinking? Chuck, I really can't say. I don't know if AMD chose to bring in copper and low k dielectric TOGETHER at .18um. Certainly, this is not trivial. Copper alone would be less risky than both but with MUCH less performance benefit. But if the ALTHON design is really so SUPERIOR, they wouldn't necessarily need both right out of the chute. (especially if a 6-8 month delay could be fatal as some on this thread would suggest). I think AMD fudges on their pitches even more than INTEL so what they call a .18um process is really something between .18um and .25um. From a processing point of view, this can only help. But, let me add this. If AMD can deliver a .18um copper / low k dielectric process from a new fab based on a new design in large quantities (millions per quarter) on a timely basis (by year end) with a significant performance advantage and acceptable reliability at a competitive price to INTEL, I would be the first to SALUTE them. Wow! - that was a mouth full for me and PERHAPS more than a plate full for AMD. THE WATSONYOUTH

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