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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Dan3 who wrote (15730)	10/24/2000 1:26:33 PM
From: kash johal	Read Replies (2) \| Respond to of 275872

Dan3, re: scalability I think the PIV will scale very well. Initial parts must be yielding a minimum of 1.4Ghz. As there is a 20-30% speed distribution this implies some parts will run close to 2Ghz. The overall volumes are low in Q4 - hundreds of thousands - and thats why they are not releasing faster grades. Once they can ship 3-4M units/qtr they can release a speed grade at 10% of splits which will likely be close to 2Ghz and in Q2 2001. The Piv is also power limited in 0.18 micron and this may well limit releases. Once they get to 0.13 micron and die size in 120-140mm2 they may well exceed 2Ghz by a wide margin and certainly by Q4 2001. I wish we knew more on mustang. But if they have not incresed pipeline it seems very unlikely it can match Mhz ramp. We will know a lot more in novemember and comdex i guess on mustang. regards, Kash