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

To: combjelly who wrote (16504)	10/29/2000 9:27:53 AM
From: Cirruslvr	Read Replies (1) \| Respond to of 275872

Combjelly - RE: "A: Exactly right. By the end of Q1, there should be virtually no Athlons coming out of Austin, and that says that all of the Thunderbirds, and all of the new ponies that are coming out -- all the copper products -- will be coming out of Dresden." It looks like when he said "all the copper products" he was clarifying the ponies part. He was saying all the copper ponies will come out of Dresden.

To: combjelly who wrote (16504)	10/29/2000 10:31:39 AM
From: dale_laroy	Read Replies (2) \| Respond to of 275872

Unless I miss my guess, the primary motivation for moving to Morgan will be die size. AMD may have actually enlarged the die of the Mustang core versus the T-Bird core, but since adding x86-64 would result in only a 5% increase in die size, this would hint at major performance enhancements. More likely is that one of the targets was to get the 0.18-micron design rules die size of Duron down from the 99mm2 of Spitfire to the 81mm2 die size of K6-2. If AMD succeeded in this, you can bet that all Spitfire production will end shortly after Morgan is introduced. BTW, this would imply a 0.18-micron design rules die size of about 104mm2 for Palomino (assuming 122mm2 for T-Bird, which I have read various publications state is 117mm2 or 120mm2 or 122mm2 take your pick).