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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.75+0.6%12:14 PM EST

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To: Joe NYC who wrote (78472)4/26/2002 10:29:54 AM
From: milo_moraiRead Replies (1) of 275872
 
<font color=blue>T-bred growing? From TMF Author: rculross Number: of 99333
Subject: Tbred Die Size Grows Slightly Date: 4/26/02 2:00 AM
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Did anyone else notice that the Tbred die size got bigger?

This slide is taken from November 8, 2001 Analyst Conference:
event.mediaondemand.com

This slide is from the shareholders meeting:
flickerdown.com

The 130nm Tbred was shown as 80mm^2 in November. Now it is 84 mm^2. The 90nm Clawhammer shrinks by 1mm^2. Any idea what might be behind the 5% increase in die size?

Also of note is the flash slide from the shareholders meeting. The quicker conversion to 130nm in Austin has brought 130nm Mirrorbit in by half a year. Somehow I missed hearing that in the CC. Look at:

November's Slide
event.mediaondemand.com

The Shareholder Slide
flickerdown.com

Regards,
Rob
boards.fool.com

And they are talkig about you over there JH .

boards.fool.com

This guy was apparently at todays shareholder meeting and asked some good questions:
Message 17382851

Also read post this from the same guy:
aceshardware.com

Thoughts?

PS: You can find the latest slides from todays shareholder meeting here:
flickerdown.com
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