Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 259.65

+2.3%

3:59 PM EST

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To: Dan3 who wrote (4547)	8/11/2000 11:59:06 AM
From: semiconeng	Read Replies (1) of 275872

I continue to be amazed that a substantial part of Intel's next generation, very limited availability process is being reserved for PIII instead of P4. If AMD announced that they planned to start fabbing their last generation desktop K6-2+ chips on their new .13 process next spring I would be very worried about AMD. They don't have plans to do such a thing. Intel clearly does. Dan I guess maybe I didn't make my point. P3 shipments can't keep pace with the demand, so intel is using their new process to shrink coppermine die, to get more die per wafer, to ship more die. When Willamette sales justify switching the line over to Willamette, they will. Your analogy is not quite accurate either. I believe that AMD will not start up their 0.13u process on SledgeHammer, they will start it up on T-Bird. By your conclusion therefore, there must be something wrong with SledgeHammer. SemiconEng

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