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To: dale_laroy who wrote (38996)	5/10/2001 11:49:53 PM
From: THE WATSONYOUTH	Read Replies (3) \| Respond to of 275872

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 You really do make this stuff up as you go along. 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 It's too late for .18um SOI. and makes NO sense if Intel is all ready at .13um with Tulatin. Can't you see that??? I still believe the IBM agreement is for .13um SOI (mobile Thoroughbreds) The question is the timing. I think second half 2002 would be the worse case assuming at least one redesign after first silicon.. I'm assuming the remapping to a .13um IBM SOI process would take perhaps 5 months and that the work started last quarter. Thus... they could have first silicon sometime in the third quarter. I'm assuming the .13um bulk AMD design all ready has functional silicon. If these assumptions are reasonable, with some luck, I could see a 2nd quarter 2002 release. If not.... a one quarter delay to the second half. That's my guess. THE WATSONYOUTH