Tony, I can't believe AMD doesn't have first silicon on .13u. There must be some confusion regarding what Jerry thought the person was asking him. AMD needs silicon many months before production, there's no way around it. There is characterization, qualification yield enhancement etc that takes lots of time. IF (huge if) AMD doesn't have any silicon whatsoever for their .13u Athlon they are in a world of hurt.
Well then somebody ought to prime Jerry with the right words. The analyst's question was very clear, and Jerry said plain as day, and I listened to it twice, we're not in production, first silicon coming this quarter. Maybe production vs. characterization or qualification silicon? But he also said they're in qual. right now. If they planned to ship something in early '02, shouldn't they be running production wafers now? In other words, they should be done with qual.
Well, not planning to buy any AMD, but if I were, I'd be very leery of their process roadmap going forward, and a CEO that might not even know the terminology.
Tony
Edit: I read Wanna's reply after writing this (the one with the three scenarios). We'll have to wait and see. Kind of strange that Jerry's answer was so far off from the analyst's expectation and nothing further ever came of it. |
