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

To: dale_laroy who wrote (49843)	8/3/2001 8:09:38 PM
From: fyodor_	Read Replies (1) \| Respond to of 275872

Dale: If the estimates of 20% higher cost and 10% lower yield for SOI are true, and AMD really is able to pace the peak speed grade of Northwood with the SOI Clawhammer, it would make more sense to produce a bulk silicon Clawhammer to address the value segment of the market instead of Barton. A bulk silicon Hammer would cost less to produce, especially if the SOI Clawhammer has 512KB L2 cache and the value segment Hammer had no more than 256KB L2 cache. You're assuming that AMD will have Hammer infrastructure 100% ready, tried and tested by launch. While I think the chance is good that infrastructure support will be good from the onset, it will still take 6 months for many market segments to adopt it over an existing, proven platform. This is not AMD specific - Intel also has to deal with it. This would seem to be (on of) the main reason(s) for the slow P4 uptake. Additionally, new infrastructure is always more expensive than old infrastructure. This makes even a bulk Si version of Clawhammer uncompetitive (on price) with a Celeronized P4 - at least for the first 6 months or so. (that short a time-frame only because Clawhammer has integrated memory controller). -fyo

To: dale_laroy who wrote (49843)	8/3/2001 8:30:22 PM
From: Paul Engel	Read Replies (1) \| Respond to of 275872

Re: "If the estimates of 20% higher cost and 10% lower yield for SOI are true, and AMD really is able to pace the peak speed grade of Northwood with the SOI Clawhammer, it would make more sense to produce a bulk silicon Clawhammer to address the value segment of the market instead of Barton. A bulk silicon Hammer would cost less to produce, especially if the SOI Clawhammer has 512KB L2 cache and the value segment Hammer had no more than 256KB L2 cache. And if Clawhammer can pace the peak speed grade of Northwood, the bulk silicon Hammer would also clock higher than Barton. " Three "IFs". Meanwhile, guess who is in production on 0.13 micron CPUs?

To: dale_laroy who wrote (49843)	8/3/2001 9:59:29 PM
From: Dan3	Respond to of 275872

Re: If the estimates of 20% higher cost and 10% lower yield for SOI are true, and AMD really is ... Die size. Hammer is still cheaper to produce.