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To: Charles R who wrote (15648)	10/23/2000 8:04:58 PM
From: pgerassi	Respond to of 275872

Dear Charles: I have not back tracked. 1.8 Ghz was from a news item on the web. That is greater than your 2.4GHz rumor. Pete

To: Charles R who wrote (15648)	10/23/2000 8:32:48 PM
From: pgerassi	Respond to of 275872

Dear Charles: Re: FAB 30 is capable of 0.13u now. From a pdf on Chip Architect: AMD's lithography system supplier AMSL early April's announcement that it would start shipping its new high quality volume production machines in Q2 to enable 130 nm (0.13u) production in the second half of 2000. I take that to mean they are capable of 0.13u output now for testing and validation purposes. Give the 9 to 12 months of validation it usually takes places their production at Q2 at the earliest. Since they do not have to deal with a new core or materials, they should beat Intel to 0.13u copper. They would have production quantities of Mustangs by Q2 or Q3 and Hammers in the Q3 to Q4 time frame. Intel would need an almost flawless ramp with all three potential problems (design, copper, 0.13u) to match. Perhaps Jerry's claim of Q4 for Sledgehammer has a 1 or 2 quarter sandbag (better to assume trouble than not as pull forward much more friendly than push backs are). This, of course, does not mean that they should not build another 0.13u 300mm copper fab (with usability down to 0.10u). They will need it in 2002. Pete