Advanced Micro Devices - Moderated (AMD) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 212.01

-4.3%

12:14 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: dale_laroy who wrote (34196)	3/29/2001 10:23:17 PM
From: THE WATSONYOUTH	Read Replies (2) of 275872

Actually, Palomino is a 0.18-micron design. Thoroughbred is the 0.13-micron design. I was thinking along the lines of SOI launching at 0.18-micron, then transitioning to 0.13-micron. Either way, I would expect an SOI variant of the Thoroughbred in early 2002. It's too late for AMD to do .18um SOI. They are very competitive with their .18um bulk against any .18um Intel chip. I consider the re-map of a .18um design to .13um to be the same design. I can't imagine they will make any changes since .18um mobiles will not be around very long. I'm trying to think where IBM fits into this. To me, the .13um mobile (Thoroughbred) makes the most sense. It should be under 60mm2 on the .13um IBM process and quite inexpensive to manufacture. I'm sure they cut AMD a good deal since Davari/Shahidi/et al. want SOI to move into the mainstream in the worst way. The announcement said multi million dollar deal. Let's say $50-70 million?? That would buy a lot of .13um mobile chips. THE WATSONYOUTH

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next