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

To: Scumbria who wrote (33861)	3/28/2001 12:05:37 AM
From: THE WATSONYOUTH	Read Replies (1) \| Respond to of 275872

AMD may be doing a version of hammer on SOI, but I would be very surprised and disappointed if they were not doing the initial version on a proven process. It is too hard to debug a design and process, at the same time. Well I agree with that and have been surprised for some time that they continue to indicate otherwise. I just don't trust Moto's SOI expertise. Look at their record . No SOI product. Over a year late with bulk .18um G4s and G4es for Apple and shipping at a fraction of AMD quantities. It does seem very late to bring IBM into the mix. Also, it means AMD must redesign for an IBM SOI process .A bulk design and SOI design are not completely transparent. Since I see no problem at .18um for AMD, this agreement must be at .13um. But for what? Just Hammer?? Just .13um Palomino? Again, there is no way IBM could fab a significant part of AMD's needs. They have far too many other internal and external commitments. Scary times ahead. THE WATSONYOUTH