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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 237.62-7.2%Nov 6 3:59 PM EST
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To: Dan3 who wrote (33614)3/27/2001 12:01:30 PM
From: Pravin KamdarRead Replies (2) of 275872
 
Dan,

but it's pretty clear that the main success for AMD has come from the advanced copper .18 process at Dresden
(which Intel swore was irrelevant for .18, just as they are now claiming SOI is irrelevant).

I have the sneaky suspicion that a lot of the success has come from the 0.10u drawn gate length that they are using in their 0.18u copper process. The plan to only shrink this to 0.09u with their 0.13u process worries me a bit. But, AMD's process engineers have done a great job the last couple of years, so I will give them the benefit of the doubt (as long as they don't start running up against resolution issues with the existing Dresden equipment -- I know that it is supposed to be able to support 0.13u and perhaps a bit lower, but it could be the limiting factor in not going to the 0.08u gate length that Intel plans).

Pravin.
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