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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 206.05

-7.8%

3:59 PM EST

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To: kapkan4u who wrote (37671)	4/27/2001 9:24:49 PM
From: THE WATSONYOUTH	Read Replies (2) of 275872

It is possible. I don't know which SOI is in Hammers IBM's or Moto's. It could have been IBM's from the start. If they switched to IBM at this late stage, it would be a very bad indicator to me. I don't believe it could have been originally designed in an IBM process. There would have to have been a much earlier signed agreement for that. I agree. It is very late in the game to switch. However, I have ZERO faith in Moto and would likely have sold out of AMD if it appeared they were counting entirely on Moto for SOI. What is interesting is that this Barton product is likely to be on the market at the same time as AMD's bulk .13um counterpart. Now, if AMD felt their bulk .13um product was competitive, they wouldn't need IBM. So the question is how much benefit will IBM's .13um SOI process have over AMD's .13um bulk process. My guess will be perhaps 20% (combining SOI with a somewhat tighter groundrule process) THE WATSONYOUTH

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