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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 252.74

+0.3%

Jan 28 3:59 PM EST

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To: heatsinker2 who wrote (88347)	9/20/2002 11:34:22 AM
From: fyodor_	Read Replies (1) of 275872

heatsinker2: One of the mysteries for me is the fab for Barton. &#133 I just can't imagine a new fab starting up with an unproven SOI process. AMD wouldn't do that, would they? Why not? AMD seems to like starting a new, unproven core on a new, unproven process. SOI and Hammer, .18µm and K7 (well, at least there were some .25µm K7s). IMHO, Intel takes a much more reasonable approach. At least these past couple of transitions, they have ramped their old core on their new process (and typically sold it as a mobile product, to maximize ASPs). AMD did claim to have produced some .18µm Cu K6s, but only in very limited amounts. Spewing out a ton of them for mobiles would have made much more sense IMO. I sincerely hope that AMD have decided to also manufacture Barton's at their Dresden fab, but their history is certainly no indicator that they will&#133 -fyo

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