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To: dale_laroy who wrote (140953)	8/6/2001 3:14:29 PM
From: AK2004	Respond to of 186894

Dale I agree with you that it appears that cost-wise amd is at disadvantage. OTOH IBM stated that they expect that the SOI cost differential would be at ~10% while performance improvement would be ~20%-30%. ASP is an exponential with regard to performance that means that ~20%-30% improvement in performance would be translated into much higher than 20%-30% increase in asp. Profits increase, in turn, would be even higher than that. I'd say it is a good investment. BTW just moving to copper is unlikely to give 20%-30% benefits. With all the equipment delays it is unclear when and how 300mm wafers would appear. AMD got plenty of production capacity at this point so they can afford to be behind intel in 300mm process. I agree that nothing is certain about hammer yet. But I still think that amd mid to high range systems would be all hammers by the mid of 2003. Regards -Albert