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

To: Mani1 who wrote (115489)	6/11/2000 7:25:00 PM
From: crazyoldman	Respond to of 1572221

Hello Mani, Re: AMD tells us over and over what their expectation is, yet some of us expect it to be other wise. That's not entirely our fault as AMD is rapidly becoming the company "Sure To Pleasantly Surprise". Look at how many SI members (including me) were way too low on Q1 earnings. Look at how well the conversion from 0.25 to 0.18 has gone. Look how well the Athlon ramp has gone since August, 1999. Dresden is now ramping production and looks well on its way. 1 GHz Athlons by July, 2000 are released in early March and they are actually selling now. It's not out of character for AMD to pleasantly surprise us, so when we think of 0.13 this year... Kindest regards, CrazyMan

To: Mani1 who wrote (115489)	6/11/2000 7:33:00 PM
From: FJB	Respond to of 1572221

Mani, AMD tells us over and over what their expectation is, yet some of us expect it to be other wise. The company has been very honest and accurate with their roadmap for some time now. I have no reason to doubt them about their predictions with respect to technology. The only thing they and no one else can predict is the market for their products, and that looks very healthy as indicated by many third parties. Bob

To: Mani1 who wrote (115489)	6/12/2000 2:45:00 AM
From: THE WATSONYOUTH	Respond to of 1572221

Re: "I have been thinking (I probably still do) that a 193nm ArF source and resist is necessary for true 0.13, and of course that is only the front end. Those will not be available till early 2001." True .13um would imply isolation/gate/contact/M1 pitches of .26um. Realistically, what most companies are calling .13um involves pitches around .30um to .32um. AMD's current production exposure tools can do this. (albeit with small process windows) For the gate level, various resist trimming processes actually work pretty well and allow for resist images 300A to 400A smaller than one can reliably print. This will allow the physical poly to be defined down to the approx. 800A to 600A level required at .13um. OPC also will be used extensively. However, none of this will come easy and I would be surprised to see any .13um in volume production before 2001. If I had to guess,I would say May/June 2001. But with this MHz race, either company might feel compelled to jump the gun. THE WATSONYOUTH