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

To: Petz who wrote (37335)	4/25/2001 8:34:58 PM
From: fyodor_	Read Replies (1) \| Respond to of 275872

Petz: Does anyone here know if AMD uses SVG machines or not? The article claimed that all the other suppliers were delaying their shipments as well, so it probably doesn't matter much. (The problem with the .13mu equipment pertains mainly to some lens stuff, which none of the equipment suppliers make themselves) -fyo

To: Petz who wrote (37335)	4/25/2001 9:36:53 PM
From: dale_laroy	Read Replies (1) \| Respond to of 275872

"Does anyone here know if AMD uses SVG machines or not?" AMD does not use SVG, they use ASML. mems.isi.edu It is hard to tell who will be more negatively impacted. If Intel is to launch Tualatin in Q3, they should already have the equipment installed. I suppose that they could make a limited run using the process development equipment, but ramping would be a bitch. At the very least, it would seem that the Q4 Northwood launch is in jeopardy. Perhaps this potential setback is why Intel is delaying the introduction of the 2.0 GHz Willamette. Best guess is that, considering it takes about 6 months to bring equipment up to speed, Intel will be able to make their Q3 and Q4 goals for Tualatin, but not Q4 Northwood. As for AMD, there should be plenty of development equipment available to produce all their Q4 samples. I also doubt that shipment of SOI processors would be delayed significantly (which does not mean they will ship in volume in Q1). However, if AMD is planning on introducing bulk silicon processors in Q1 2002, this is definitely in jeopardy.