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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 208.44

+8.3%

Feb 6 9:30 AM EST

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To: fyodor_ who wrote (37537)	4/26/2001 11:23:04 PM
From: dale_laroy	Read Replies (1) of 275872

"Will AMD use the Black Diamond lowK dielectric for the bulk-Si .13µ process? Will the process be as aggressive as the SOI process?" My guess is no and possibly yes. AMD has never mentioned low-k dielectrics outside of the context of SOI. Low-k dielectrics would not only make the transition to bulk silicon more difficult, but decrease yields as well. Chances are that they could not squeeze a higher speed grade out of low-k dielectrics before the SOI launch. OTOH, even before the SOI launch, low-k dielectrics could probably yield somewhat lower power consumption for a given speed grade. Perhaps AMD will get experience with low-k dielectrics before SOI by using low-k dielectrics in mobile Thoroughbred. My guess is that you will see volume shipments of mobile Thoroughbred in Q1 2002, volume shipments of desktop Thoroughbred and mobile Appaloosa in Q2 2002, volume shipment of mobile Barton and desktop Appaloosa in Q3 2002, and volume shipment of desktop Barton in Q4 2002. Thus, by the end of 2002 the competition should be: Northwood vs desktop Barton(SOI) and Clawhammer(SOI) Willamette(or 0.18-micron relayout) vs desktop Thoroughbred Tualatin vs Appaloosa w/128 L2 cache Celeron vs Appaloosa(Morgan?) w/64K L2 cache mobile Tualatin vs mobile Barton & mobile Thoroughbred mobile Celeron vs mobile Appaloosa My estimates of peak speed grades at end of 2002: Northwood - 2.667 GHz 133/533 MHz FSB Clawhammer - 2.6 GHz 200/400 MHz FSB desktop Barton - 2.333 GHz 167/333 MHz FSB desktop Thoroughbred - 2.0 GHz 167/333 MHz FSB desktop Tualatin - 1.4 GHz 133 MHz FSB desktop Appaloosa w/128K L2 cache - 1.6 GHz 133/266 MHz FSB desktop Celeron - 1.0 GHz 100 MHz FSB desktop Appaloosa w/64K L2 cache - 1.2 GHz 100/200 MHz FSB mobile Tualatin - 1.4 GHz 200 MHz FSB mobile Barton - 1.667 GHz 167/333 MHz FSB mobile Thoroughbred - 1.5 GHz 167/333 MHz FSB mobile Celeron - 1.0 GHz 100 MHz FSB mobile Appaloosa - 1.1 GHz 100/200 MHz FSB

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