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

To: kapkan4u who wrote (49727)	8/3/2001 12:38:45 AM
From: Pravin Kamdar	Respond to of 275872

Kap, Intel may have decided that they can't produce SOI in Intel's volume and then went on to prove that they don't want it because of poor scalability. Bingo! Jerry was very enthusiastic in the CC when he claimed that they would migrate all production to SOI by early 2003, he seemed to have the confidence of having seen good empirical evidence from fab 30. But, they are hedging their bets going into 2002 by having both conventional and SOI 0.13u processes. I think they have seen very encouraging SOI data, but also like the fact that they have a backup process if SOI turns out to present unforeseen difficulties. Time will tell. Pravin.

To: kapkan4u who wrote (49727)	8/3/2001 1:09:25 PM
From: Petz	Read Replies (2) \| Respond to of 275872

Intel's own statments about SOI prove that it is advantageous to AMD. Didn't Intel say it was not "worth it" because it "only" gave a 1/2 generation improvement in performance, i.e., clock speed? To me, a 1/2 generation of performance increase is WELL WORTH IT! For Intel, the 0.25 generation P3 went from 600 MHz to 1 GHz on 0.18u. "Half a generation," by that indication, is about 30%. As I said previously, even a 20% increase in clock speed would raise ASP's 60%. Also, AMD will be getting a "half generation" worth of improvement in less than a half-generation period of time. It took 2 years to move from 0.25 to 0.18, or from 0.18 to 0.13. Getting "half a generation" worth of improved performance for 1/4 the time period is a bargain. Perhaps it would be only marginally advantageous to go to SOI if SOI could not be applied to the next generation as well (0.10). But I believe AMD and IBM have solved the small-geometry problem. Petz