Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 231.94

+0.1%

Jan 20 3:59 PM EST

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To: dale_laroy who wrote (38279)	5/4/2001 9:56:43 AM
From: fyodor_	Read Replies (1) of 275872

Dale: Even the most optimistic projections for copper interconnects was a 20% increase in speed grade. It appears that a 1.467 GHz TBird could be shipped from Fab30. Even assuming a 20% speed grade boost for copper interconnects this would indicate that AMD could ship at least 1.2 GHz TBirds from Fab25. That's an oversimplification ;-) The Dresden process is entirely different from the Austin process. For example, gate lengths are much smaller. Non-copper differences between the processes would probably contribute significantly to the superiority of the .18&#181 Cu process. FYI: Your estimate on Fab30 wafer outs was very good (not sure if "wafer outs" is the correct technical term - probably not - but hopefully understandable). Jerry said 50% at the shareholders' meeting. -fyo

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