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

To: Ali Chen who wrote (52772)	8/28/2001 2:27:00 PM
From: wanna_bmw	Read Replies (1) \| Respond to of 275872

Ali, feel free to curse me away, but I think you are confusing process superiority with AMD's ability to tweak process settings at the expense of yields. Intel has many manufacturing facilities, and the only way to micro-manage them is to Copy Exactly, and that causes them to miss opportunities to tweak their systems to peak performance, and instead they have to wait for new process generations to implement newer techniques. AMD, on the other hand, can afford to fall short of their maximum volumes in order to tweak their process. Even if they get lower yields, they can justify it, and I think that's what they've been able to do back in the days of K6 that you recall. wanna_bmw

To: Ali Chen who wrote (52772)	8/28/2001 2:33:39 PM
From: Yousef	Respond to of 275872

Ali, Re: "Intel zealots can't stand that FACT that AMD process technology is better, and _ALWAYS_ was, although it may sound paradoxical." Paradoxical indeed ... Considering that back in the K6 days, AMD was a process generation behind INTC. Maybe you should study this article ... It could be of use to get you thinking beyond the "architecture thingy". <ggg> --> Chip lithography harnessed to grow living brain cells "CHAMPAIGN, Ill. — In an attempt to decipher the communications codes used by mammalian brain cells ..." Make It So, Yousef