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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 213.43+6.2%Dec 19 9:30 AM EST
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To: Jim McMannis who wrote (79211)5/3/2002 2:49:35 PM
From: YousefRead Replies (3) of 275872
 
Jim,

Re: "You start to resort to hard tricks to "eek out" a little more
performance...things like SOI. Looks like .13u and SOI are tenuous at best
for AMD. Intel already has .13u ..."

That's right, Jim ... INTC already is at .13um and will soon be in high volume
on 300mm. Not only has AMD lost the MHz race, but they are
no where near being equal to INTC on wafer cost.

Make It So,
Yousef
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