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

To: fyodor_ who wrote (28088)	2/11/2001 8:56:29 PM
From: Paul Engel	Read Replies (1) \| Respond to of 275872

Fyo - re: ""Considering that we know AMD is (almost done) installing oxygen implanters" I stand by the amount of certainty contained in that ;))) Fine by me. Re: "Anyway, I don't really see that it matters very much. The worrying part is whether or not they actually know what to do with the damned things once they are installed. Does MOT produce SOI wafers now? Any of these wafers used in a high performance process? (The G4+ is on standard HiP6, AFAIK.)" Motorola was the big proponent of SOI after IBM - and apparently AMD and Six-Figure-Hector-from-Motorola are going along for the ride. My take - AMD is taking on the task of going to smaller geometry 0.13 micron process PLUS adding SOI - PLUS adding some new Black Diamond DiElectric (low K) Plus adding the Lithography and Etch related modules for 0.13 micron PLUS adding the new Hamster architecture, etc., etc., etc. I'll just say - Good Luck.

To: fyodor_ who wrote (28088)	2/11/2001 11:15:02 PM
From: THE WATSONYOUTH	Read Replies (1) \| Respond to of 275872

Anyway, I don't really see that it matters very much. The worrying part is whether or not they actually know what to do with the damned things once they are installed. Does MOT produce SOI wafers now? Any of these wafers used in a high performance process? (The G4+ is on standard HiP6, AFAIK.) I don't think Moto produces it's own SOI wafers and I don't think Moto plans to go to SOI for G4+ until .13um which for Moto is probably more than a year out. Recall.... they just introduced (Jan?) G4+ at .18um (their first .18um processor) at 733MHz. Do you think Moto has served Apple well??? Also, could you give me an estimate of the numbers of implanters/furnaces/etc. AMD will need based on your estimate of how many SOI based processors AMD will sell in 2002? Also, do you think AMD will have a bulk .13um Si process as well and when? If so, what would be run in bulk vs. SOI? Just curious. THE WATSONYOUTH