Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 203.14

-0.8%

Jan 9 9:30 AM EST

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To: kash johal who wrote (22855)	12/18/2000 5:14:37 PM
From: Dan3	Read Replies (2) of 275872

Re: Intel seems to be ramping 0.13 early. Intel is good at this (impressive claims). In early 1999 Intel claimed it would be shipping .18 parts in April of 1999, while AMD's .18 process wasn't due until the end of the year with a superior copper version to follow. In April of 1999 Intel claimed they were shipping .18 parts - but they were samples. The first actually available parts showed up in October of 1999. Within a few months, AMD had their .18 process ramping, and had significant .18 capacity before Intel did - particularly in terms of percentage of plant converted. Now Intel is again claiming an April time frame (this time, 2001) for its new process (this time .13). And once again, AMD has a superior process (with lowK SOI as opposed to Intel's plain copper) set to come out 9 months later. Intel has yet to produce a saleable copper chip, much less produce volume .13 on copper. Maybe this time Intel will pull it off - but they sure didn't last time. And last time it was a simple shrink, not their first experience with copper. Dan

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