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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 217.53+1.5%Nov 28 9:30 AM EST

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To: Ali Chen who wrote (72826)3/1/2002 2:32:36 AM
From: Joe NYCRead Replies (1) of 275872
 
Anand's 4th post from IDF: anandtech.com

...First let's start with AMD; remember Barton, the 0.13-micron Silicon on Insulator part? The purpose for that chip was to enable the 0.13-micron SOI technology and with ClawHammer moving along as planned, AMD is reevaluating its need in the market. As we've speculated for quite a while, it doesn't seem as if there will be any major architectural improvements with the 0.13-micron Thoroughbred core although AMD has told us that they aren't opposed to evaluating any changes that could be made. The only one we can think of is adding additional cache to the die but considering that AMD's performance is already very strong and that they are still manufacturing on 8" wafers, keeping their die as small as possible is probably in their best interests. As far as Hammer naming goes we have no reason to believe that the desktop version won't be branded as some sort of Athlon although the enterprise level solutions may get a new brand...

Is AMD now hedging on Barton? I thought it was to be THE notebook chip of this year. At least there is some talk of increasing the size of L2.

Joe
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