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

To: Yousef who wrote (49878)	8/4/2001 8:00:27 AM
From: combjelly	Read Replies (3) \| Respond to of 275872

"Please remind me again why AMD is using SOI ??" Gosh, I don't know. 35% greater clock rate and 30% lower power pretty much pales in the face of that, doesn't it? I guess AMD should do a 20 stage pipeline like Intel, and forget improving process, huh?

To: Yousef who wrote (49878)	8/4/2001 11:13:04 AM
From: Dan3	Read Replies (2) \| Respond to of 275872

Re: Please remind me again why AMD is using SOI Well, AMD introduced their standard copper process about two years ago (a process equivalent to the one Intel introduced this month, but using the lithography equipment of the period). And AMD's market share has gone from around 12% to around 24% in those two years. Having spent 2 years working on a new SOI process technology, while Intel was working on catching up to AMD's old plain copper process technology, AMD will once again, jump ahead of Intel and that will take AMD's market share from 24% to 36% over the next two years. While just about doubling market share, AMD also increased its relative ASPs from about 1/3 of Intel's to about 2/3 of Intel's. Moving to SOI should also bring AMD ASPs into parity or better with Intel. The beauty of it all, is that AMD has done this without greatly increasing its costs, so that it is able to do pretty well even in a horrible market during that brief 6 month when the FAB technology of AMD and Intel overlap. After next quarter, when AMD pulls ahead again, Intel will be left with high costs and low revenues, while AMD will continue to have low costs, but will also have high revenues. You asked, yousef.

To: Yousef who wrote (49878)	8/6/2001 2:22:59 AM
From: dale_laroy	Read Replies (1) \| Respond to of 275872

>Please remind me again why AMD is using SOI ?< I think that SOI is a good move for AMD. However, I fail to see the logic behind moving to 100% SOI at 0.13-micron. Using SOI for mobile Barton should be a phenomenal success. Intel simply will not have anything to match this, even with mobile Northwood. And using SOI with Hammer at introduction is probably also a good idea. I have even suggested that introducing an SOI variant of the desktop Barton would be a good idea. But, most of AMD's desktop Athlon 4 production should remain Thoroughbred, and when the value segment Hammer is introduced, it too should be produced using 0.13-micron bulk silicon.