Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.78

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9:53 AM EST

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To: dale_laroy who wrote (49843)	8/3/2001 8:30:22 PM
From: Paul Engel	Read Replies (1) of 275872

Re: "If the estimates of 20% higher cost and 10% lower yield for SOI are true, and AMD really is able to pace the peak speed grade of Northwood with the SOI Clawhammer, it would make more sense to produce a bulk silicon Clawhammer to address the value segment of the market instead of Barton. A bulk silicon Hammer would cost less to produce, especially if the SOI Clawhammer has 512KB L2 cache and the value segment Hammer had no more than 256KB L2 cache. And if Clawhammer can pace the peak speed grade of Northwood, the bulk silicon Hammer would also clock higher than Barton. " Three "IFs". Meanwhile, guess who is in production on 0.13 micron CPUs?

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