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

To: combjelly who wrote (49710)8/2/2001 10:40:02 PM
From: TimFRead Replies (1) | Respond to of 275872
 
What exactly is the "pinhole problem"?

Tim



To: combjelly who wrote (49710)8/2/2001 11:32:05 PM
From: kapkan4uRead Replies (3) | Respond to of 275872
 
<But I also remember that Hammers were supposed to have taped out at the end of Q4, 2000. >

I remember that someone at CC only mentioned SOI SRAM performance as proof of the SOI potential. I don't think that ClawHammer has taped-out yet. Remember there was an announcement of a six months slip? My guess is that ClawHammer would sample in Q4.



To: combjelly who wrote (49710)8/3/2001 10:03:42 AM
From: dale_laroyRead Replies (1) | Respond to of 275872
 
>I think that the bulk 0.13 micron ponies would have enough headroom to at least keep present market share and ASPs without SOI, so there is no reason for Barton unless things are going well.<

I have my doubts about the need for the desktop Barton, but I think AMD will need the mobile Barton to really put the screws to mobile Tualatin.


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