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

To: Tony Viola who wrote (49470)	7/31/2001 11:46:01 AM
From: milo_morai	Read Replies (1) \| Respond to of 275872

No they are not. Fab 30 180nm process uses 100nm gates. AMD's 130nm process uses 50nm gates. M. "Comments Ryszard Soblowski: "The secret of the mystery is simple and the PR blah blah does not show the difference between stepping size (0.18, 0.13 etc.) and the size of the smallest elements as the gate/channel length. Not many journalists know this difference either. " Here you can find my comments enter.pl , unfortunately not in English. But, in brief, the AMD HIP7 process, now under preparation in Dresden, based on 0.13-micron stepping, uses a 50nm channel/gate length, so reducing the size by 2.5 during the six years period, as Intel promises, is nothing exciting. If you don't believe this, just ask Gordon Moore."

To: Tony Viola who wrote (49470)	7/31/2001 12:00:37 PM
From: Dan3	Respond to of 275872

Re: Anand benchmarked the DESKTOP Tualatin against Athlon 1.2s and 1.4s OK, here's a test where Dell's server using dual 512K cache server Tualatins gets beaten: 2cpu.com Tualatin isn't much of a showcase for Intel's new .13 process. The fact that Tualatin notebooks aren't showing noticeably longer battery life is a real disappointment.

To: Tony Viola who wrote (49470)	7/31/2001 2:27:49 PM
From: that_crazy_doug	Respond to of 275872

<< I don't know about A4. Isn't AMD already using 0.13 type geometries in parts of Athlon now, so they've partially "shot their wad"? Also, AMD 0.13 is still down the road apiece. >> I might be wrong, but I think when AMD gets to .13 they'll be able to crush the tualatin. That will be a moot point though, because they'll need to match a .13 p4, and I don't know whether they'll be able to do that or not. Even if the athlon matches performance, AMD has to wonder if the consumers will figure it out. Clearly the athlon and tualatin are better clock per clock performers then the p4, but there's no indication to me that consumers will ever pick up on that fact. The other big point in my mind is AMD needs .13 capacity ASAP. If they don't get up until 1 year from now then they could be in a similar situation to 99, where the financials are in the toliet again. If they don't get .13 soon, you can kiss profitable/breakeven quarters behind. They'll be bleeding big time.