Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 215.04

+0.1%

Dec 24 9:30 AM EST

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To: Gopher Broke who wrote (49707)	8/2/2001 9:23:29 PM
From: kapkan4u	Read Replies (2) of 275872

<Since when were cores "designed exclusively for SOI"? You think that migrating from Thoroughbred to Barton is a complete core redesign?> I never said that producing bulk Hammers would require "complete core redesign". It would add 6-8 months to tape-out and 9-12 months to validate. Most likely an 18 months slip. If SOI goes bust because of bad yields or high manufacturing costs it may happen as late as the end of 2002. Then a bulk Hammer can be as late as the middle of 2004. AMD would be dead by then. <I get pissed off with the vicious euphoria/gloom swings on this thread at the slightest hint of something going well or badly.> I am short over 2000 LEAPS put contracts in AMD and I want to understand the risks of SOI. I don't really care if I upset someone's sensitivity to negative information. Kap

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