Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 253.04

-2.5%

2:02 PM EST

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To: combjelly who wrote (50805)	8/12/2001 12:32:59 PM
From: wanna_bmw	Read Replies (1) of 275872

Combjelly, Re: "I hope you don't trot out Paul's argument that the P4 clock rates prove that Intel doesn't need Cu at 0.18 micron. He conveniently ignores the fact that the P4 has twice (or more, depending on what is being done) the number of pipeline stages of the Athlon." Paul has a point in what he says. As far as I understand it, copper interconnects allow less of a capacitive charge around the wires that could prevent fast switching times. This may be a crude explanation, but the idea is that with or without the long Pentium 4 pipeline, if copper was a limiting factor, Intel would not have made it to 2.0GHz on their aluminum process. I believe you had it right when you brought up the possibility that Intel's process was simply better than AMD's to begin with. AMD needed copper just to be at parity with Intel. I know this might be a hell of a thing to grasp for some people, but you might want to consider that AMD only invests a fraction of what Intel does on process research, so assuming they can derive equally good processes is giving AMD a little too much credit. wanna_bmw

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