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

To: fyodor_ who wrote (38986)	5/10/2001 8:05:04 PM
From: maui_dude	Read Replies (2) \| Respond to of 275872

Article : Mobile Palominos come next Monday 213.219.40.69 on Inquirer. Lots of surprises in the article : "In the last 25 years semiconductors have had compound growth rate of 16.1 per cent from 1975 through to 2000. AMD's CAGR was 23.1 per cent for... 25 years." Is this true ? With that kind of growth AMD should have split every 4 years and about 6 or 7 times. "AMD 1.3GHz Athlon outperforms Intel's fastest Pentium 4 which runs at 1.7GHz. The only application where Intel has the advantage is running Quake 3." Isn't the split close to 50-50 in terms of performance of 1.7P4 and 1.3Athlon? "Next year we'll see .13 micron processors" Is this a slip ? I thought it was scheduled for Q4 01 (not more than a quarter after Tualatin). "Duron has higher clock speeds than Celeron and blows away Celeron clock for clock and has higher clock speeds than Pentium III or will have in the second half" Faster Durons than PIII (desktop Tualatins) ? That would be very impressive. "there's no way they will retain their 90 per cent market share." ** 90% market share for Intel ? Doesn't he mean 80 ? Maui.

To: fyodor_ who wrote (38986)	5/10/2001 10:28:48 PM
From: dale_laroy	Read Replies (1) \| Respond to of 275872

>That makes me wonder&# Is the .18µ SOI process that IBM offers through its foundry operations the same as IBM's "internal" .18µ SOI process? If there are two processes, would it be possible to gain access to the better one by paying "a bit" more?< IBM tunes their internal process(es) to the individual device being manufactured. The PowerPC might, for example, have very different needs for the delay ratio between switching speed of gates and access speeds for storage cells than Athlon. The foundry services have to provide devices with more generalized characteristics. I doubt if the Athlon could make any better use of IBM's SOI PowerPC process than their foundry process. The best application of IBM's 0.18-micron SOI foundry process would be for mobile Palomino processors, for which it would be more important to decrease power consumption than reach the highest speed grade. Even if a mobile Palomino produced using IBM's 0.18-micron SOI process could not reach the peak speed grade of a mobile Palomino manufactured at Fab30, it could probably compete better than Tualatin at the slower speed grades. Assuming that 193nm laser optical equipment really is being delayed, perhaps AMD's best bet would be to either farm out some production to IBM's SOI foundry services, or lease perhaps as much as 20% of one of IBM's foundry fabs to produce SOI Palomino processors.