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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 246.28+4.0%3:59 PM EST
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To: TGPTNDR who wrote (75993)4/1/2002 1:05:06 AM
From: wanna_bmwRead Replies (3) of 275872
 
TGPTNDR, Re: The transition that started ~ 3 months ago was not production line stuff. It was lab stuff. Production stuff hadn't started running as of the earnings announcement -- per Jerry's comment -- "The 130nm Athlons, which internally are codenamed thoroughbred, are widely sampled at customers, will commence production this quarter."

That depends on how you define "lab stuff". I'm sure AMD has been working on their .13u process, even so far back as before they launched their .18u process. It's all "lab stuff" in one sense or another.

So why would Ruiz announce a "transition" in Q4? The more I think of it, the more it sounds like AMD has met expectations on their .13u process. Where they are lacking, though, is in the actual TBred design.

Just to throw a blind theory out there - what if by moving their transistor cells from very optimized .18u to very new .13u design rules, they managed to get very low binning frequencies. There's not much of a point in launching TBred if it clocks 1.5-1.7GHz, is there?

So maybe yields are great, and the .13u process is running to expectation - but maybe TBred hasn't been launched because AMD doesn't meet the "marketing requirement" for frequency. Maybe some more rework with the speed paths is where AMD is being held up....

wbmw
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