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

To: Pravin Kamdar who wrote (113133)	5/28/2000 4:26:00 PM
From: Joe NYC	Respond to of 1573219

Pravin, It's a wonderful rumor to dream about, though. Agreed. From marketing perspective, all AMD needs is 1.1 GHz Thunderbid, to be declared the undisputed champ. And from strategic point of view, 1.1 GHz is enough to make Intel nervous even more, causing more mistakes in execution. Joe

To: Pravin Kamdar who wrote (113133)	5/28/2000 5:00:00 PM
From: dougSF30	Read Replies (4) \| Respond to of 1573219

Hi there, big-time lurker (previously) here. So I've been following this rumor about 1.5 Ghz with more than the usual interest this weekend. Any chance that AMD could have gone to a .15 copper process at Dresden? You know, suppose that after they test-qualified the copper process on the K6, and were bringing up the .18 process on the Tbird, they ran a little side-project just to see if they could jump to .15 on one line... Suppose again that it went much better than expected, and just 'worked' with decent yields? Might they then simply say, what the hell, produce aluminum .18 Tbirds from Austin, and .15 coppers from Dresden? I don't know how difficult a .18 to .15 transition would be on the equipment they have in Dresden... perhaps this is simply unreasonable. Could anyone else comment? Would .15 explain the 200 die / wafer number claimed in the rumor as well as the 1.5 GHz? I'd heard before (here?) that the FAB toolset they have in Dresden is .15 capable... true? Announcement in Dresden on the 5th? Is this date confirmed? It'd be nice, being my birthday and all... Would anyone at AMD IR deny this rumor if asked? Or is it their policy not to comment, ever? Would be interesting to see if an inquiry received a "no comment" vs. something closer to an outright denial. thanks, Doug

To: Pravin Kamdar who wrote (113133)	5/28/2000 7:45:00 PM
From: hmaly	Read Replies (2) \| Respond to of 1573219

Pravin Re...<<<<<I would like to believe that Thunderbird is at 1.5 Ghz with 70% yield, but common sense tells us that this is not possible. It's a wonderful rumor to dream about, though. Pravin. <<<<<< Pravin, while I don't have the engineering background you do, I tend to believe 1.5 ghz and 70% rumor. Why, no. 1 when Chic joined the board in March he talked about the tbird being whispered around IBM as having a better chip than the new Willy. Apparently both were sampled at IBM and it was whispered around the offices that Tbird was the better chip. 2) Tbird was best of show going head to head against Willy at Cebit. 3) Sander's has been saying for months now that yields are better at Dresden and he has been promising us Mustang would be competitive with Willy. 4) IBM has been rumored to be hitting the 70% mark with copper at their new plant. Im not saying they are going to sell the 1.5 immediately, but they might easily announce its sampling and introduction at a future date. Harry