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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 249.66

+7.6%

Jan 21 3:59 PM EST

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To: wanna_bmw who wrote (80113)	5/15/2002 10:57:46 PM
From: Dan3	Read Replies (2) of 275872

Re: 85C degrees converts to 185F degrees Intel has no data retention spec that I've been able to find. They quote "up to 20 years" in PR material but won't confirm even a single year on the spec sheet. AMD specs 20 years at 120 degress C. AMD has claimed that mirror bit, besides being a little faster and a lot more reliable, is cheaper to make. I'd like very much to see die sizes for the two technologies at a given technology node (.25, .18, or .13). Some time around the end of this year, AMD/Fujitsu will have increased its flash capacity by a factor of 10! 2.5 (FAB space) x 2 (feature size .23/.18 -> .18/.13) x 2 (mirror bit vs. single bit). Up to 10 times the bit capacity they had at the end of last year. If, as AMD claims, mirror bit is cheaper to produce as well being faster and more reliable, then AMD is looking good to take significant share in the flash biz - and Intel may have some more new FABs available for "other" products.

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