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

To: kapkan4u who wrote (37633)	4/27/2001 5:55:09 PM
From: dale_laroy	Read Replies (1) \| Respond to of 275872

"Looks like Clawhammer was moved from 180nm Cu to 130nm SOI introduction." It was initially scheduled for a 130nm shrink using 248nm lasers.

To: kapkan4u who wrote (37633)	4/27/2001 5:55:33 PM
From: kapkan4u	Read Replies (3) \| Respond to of 275872

Did anybody notice $30 drop on 1.33GHz Tbird on Pricewatch? Either 1.4GHz is coming in a week or two, or the price war is kicking in in earnest. Kap

To: kapkan4u who wrote (37633)	4/27/2001 8:00:03 PM
From: THE WATSONYOUTH	Read Replies (1) \| Respond to of 275872

Looks like Clawhammer was moved from 180nm Cu to 130nm SOI introduction. Either the design or clock projections have slipped forcing a riskier schedule. Yes, with that new schedule, 180nm Clawhammer is dead. Looks like it will be brought up on a .13um (IBM?) SOI process next year. Sounds like this Barton product (laptops and desktops) is what IBM will be fabbing (how many?) for AMD. It's the .13um (IBM) SOI version of AMD's .13um Thoroughbred. If this comes before Clawhammer, the fabbing would likely have to start by the third quarter of this year at the latest. So the remapping of the AMD .13um (Thoroughbred) design into a .13um IBM SOI process would need to be completed by perhaps July. Tight scheduling. THE WATSONYOUTH

To: kapkan4u who wrote (37633)	4/27/2001 10:42:01 PM
From: Joe NYC	Respond to of 275872

Kap, Looks like Clawhammer was moved from 180nm Cu to 130nm SOI introduction. AMD revealed this during the Analyst meeting last November, but it wasn't clear if there were going to be 1 or 2 versions of .13u SOI process. I think the real problem is the .13u SOI process (as TWY warned us), rather than the Hammer chip itself, and since Hammer is going to be SOI only, it implies that it will be at the mercy of the SOI process. So it is clear that the .13u SOI process has some delays, but I would like to know the status of the non-SOI .13u process to be used in Tbred / Appy line. Jerry must have been talking about this one recently, when he said that it is in good shape. Joe