Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 215.47

+0.2%

1:12 PM EST

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To: burn2learn who wrote (80686)	5/25/2002 4:54:42 AM
From: Dan3	Read Replies (1) of 275872

Re: If .013 is hard for AMD I think it’s representative of two items. Intel, as the follower, always has an easier time of it. AMD was later to .18 because AMD developed a far more capable - copper - process at .18. AMD had the benefit of copper, which gave AMD's .18 process 3/4 the performance of Intel's .13 process, which let AMD take it's market share from 12% to 22%. Intel needed only to find out from the tool suppliers what AMD had done in order to do 3/4 of its .18 to .13 transition. This time around, AMD is leading the industry to high volume, high performance, SOI technology. It's taking them a little longer, but it is giving them a process at .13 that Intel may not be able to match at .09. This time, Intel doesn't look set to catch up to AMD until .065. Of course Intel's having an easy time moving to .13 - most of what they're doing is no more than copying AMD.

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