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To: Dan3 who wrote (119107)	11/24/2000 10:21:38 AM
From: Elmer	Read Replies (3) \| Respond to of 186894

Re: "The Athlon core is half the size of the P4 core. At .13 AMD gets twice the output per cm2 as Intel gets from its .18 process. That means AMD's Dresden FAB can produce as many Athlons in one FAB as Intel can produce P4s in 4 FABs" Once again, nice try Dan but it doesn't wash. First off, AMD announced a delay in their .13u process, not an acceleration, while Intel announced their .13u process is now ready for production. AMD may go to .13u drawn channel lengths but that's not really a .13u process. Furthermore, you can't compare fab output unless you know fab yields, and you don't. With AMD going to .13u transistors it's a sure sign they've hit the wall. You might be interested to know that P4 is not on Intel's most advanced version of their .18u process. A sure sign there's more headroom left at .18u, but we already knew that when they said P4 will reach 2GHz on the .18u fab process. EP

To: Dan3 who wrote (119107)	11/24/2000 5:48:31 PM
From: Paul Engel	Respond to of 186894

Lewinsky-Dan - Re :" The ASM tools used by AMD achieve .13 using 243nm lasers - which AMD has been installing at Dresden from the beginning. And AMD has a full year of production experience using copper interconnects. Moving from .18 to .13 on AMD's tools requires only new reticules (and masks). ). Intel's process for .13 requires 193 nm tools that are only now being shipped to Intel. It also requires a shift to copper interconnects with which Intel has zero production experience. Remember that it takes about a half year between shipment of the tools and the beginning of production runs. Then it's 2 to 3 more months before product is available for sale. " So, Danny Blow-Hard - why won't AMD be in production on the 0.13 micron process until December, 2001 ?? The company aims to start operating it 0.13 micron production line in December 2001 (not at the end of this year as we - doh! - reported earlier), I guess this Jerry-style JOKE is ON YOU !!!! Just like your AMD SMP Servers due LAST AUGUST !! Paul {======================} theregister.co.uk AMD Dresden ships two million Athlons By: Drew Cullen Posted: 24/11/2000 at 10:03 GMT Today, we take a break from producing the Pentium What4 Times, to recall our other favourite CPU maker: AMD. The company said yesterday that cumulative shipments of Athlon chips made at Fab 30 in Germany have hit the two million mark. In September, AMD had shipped only one million units. The company aims to start operating it 0.13 micron production line in December 2001 (not at the end of this year as we - doh! - reported earlier), with the aim of getting chips onto the street early the following year. There's plenty of room for manufacturing growth still - and, judging from AMD's recent sales results, it doesn't need to search quite so frantically to find another company, such as Motorola, to fund expansion. Currently only 30 per cent of the floor space at Fab 30 is utilised. Today it has a manufacturing capability equivalent to 5000 wafers a week of 200mm wafers. AMD is targeting a utilisation rate of 50 per cent by the end of this year. Jim Doran, who runs AMD's German manufacturing operations, said the company's two factories (there's also a fab in Austin, Texas) would fully meet demand in 2003, while "taking aim at achieving a 30 per cent share in the x86 processor market", AsiaBiztech reports (it comes to a pretty pass when you have to read a Japanese site to find out what AMD is up to in Germany).