Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 207.60

-1.5%

3:59 PM EST

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To: heatsinker2 who wrote (47235)	7/12/2001 2:25:37 PM
From: Paul Engel	Read Replies (1) of 275872

Re: "AMD has a series of mobile improvements on the way (SOI, .13, architectural) " AMD delayed the SludgePumper to H2 2002 - to ALIGN it (don't you just love these BS expressions !) with the 0.13 micron SOI process availability. Common sense would lead us to believe that any mobile AMD CPUs - designed on the 0.13 micron/SOI process will also NOT BE AVAILABLE until the second half of 2002. The existing mobile PaloMeatHead CPUs already use transistors with leff <0.09 micron - essentially 0.13 micron technology - without the SOI. I would conclude that AMD will have very little to compete with Intel in the mobile segment for about a year - or more.

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