Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 227.90

+2.0%

Jan 15 3:59 PM EST

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To: Elmer who wrote (80248)	5/19/2002 12:03:05 AM
From: Dan3	Read Replies (1) of 275872

Give it a rest, Elmer. AMD presently has 67 .18 SKUs and 37 .13 SKUs. The more interesting information seems to be that gains from shrinking feature size ended after .18. Intel, close to two years after AMD, is seeing the same benefits AMD saw when AMD moved to copper - Northwood's gains over Willamette are do to a new layout and copper, not .13. AMD, with much more copper experience, knew enough to get started on the next technology early and is putting SOI into production this year - Intel is 2 to 3 years away from SOI. .25 to .18 was the last shrink to show significant benefits. After that, moving to copper - whether at .18 or .13 - gave a big boost, and moving to SOI will give a big boost. But moving to .09 without SOI will do little except to increase the number of die that can fit on a wafer (which is important in lowering costs, but won't help a give design perform better). AMD has SOI this year, Intel has it for 2004 or 2005.

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