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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 231.80

+1.7%

3:59 PM EST

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To: THE WATSONYOUTH who wrote (6860)	8/29/2000 1:18:13 AM
From: Scumbria	Read Replies (1) of 275872

Watson, I believe Intel is using multiple threshold voltages in their current logic designs. From the very large power increase between the 1GHz and 1.13GHz PIIIs, they seem to be right at the edge of the process window. If they can establish the "bad chunk of logic", it is possible to change the device threshold voltage locally to allow proper operation. Of course, this would require great diagnostics (they seem to have a problem there) and new Vt adjust masks. This scenario might allow for a late Oct. recovery since the threshold adjust comes after isolation but before gate. Dual Vt methodologies usually place high Vt cells only along non-critical paths. Chances are that the critical path in question already has low Vt cells, and will not lend itself to easy improvement. Scumbria

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