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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Process Boy who wrote (70271)8/30/1999 3:18:00 AM
From: Mani1  Read Replies (1) | Respond to of 1573207
 
PB re << Many Tier one equipment vendors are just now coming out with their Cu solutions. >>

I don't think this is true. I have kept a very close tab on AMAT and NVLS, two biggest front end suppliers. I have listened to their every CC for at least a year. They have been shipping equipment for CU for quite a while.

Mani



To: Process Boy who wrote (70271)8/30/1999 3:37:00 AM
From: Tenchusatsu  Read Replies (3) | Respond to of 1573207
 
PB, part of the problem is that AMD has to take every risk possible to try and get ahead of Intel process-wise. If that means going for copper at 0.18, they'll do it.

The way I see it, AMD knows that they won't stay competitive with Intel if they pass on copper at 0.18. So it's a gamble they'll have to take, since not taking that gamble could be just as bad as taking the gamble and losing.

Tenchusatsu


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