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

To: wanna_bmw who wrote (53395)	8/31/2001 1:03:36 PM
From: Tenchusatsu	Respond to of 275872

BMW, <Supposing herb is wrong about this. What do you suppose that will do for AMD's credibility when all their upper management seem to be lying and slamming the competition?> Nothing, because for AMD, that's par for the course. Tenchusatsu

To: wanna_bmw who wrote (53395)	8/31/2001 2:22:40 PM
From: porn_start878	Read Replies (1) \| Respond to of 275872

Also, 20-30% improvement is pitiful for .18u to .13u. Intel already demonstrated a 75% improvement on their .13u process with the Pentium 4 3.5GHz demonstration at IDF (yes it was supercooled, but many of their demonstrations have shown limited functionality, and still managed to make it to market within 9-12 months). It looks like many people were right when they said that AMD is already using .13u transistor features in their .18u process. I wonder if they will manufacture a 2.0GHz Athlon running 95% on .13u, and still call it .18u to look like they're keeping their word. BS... PIII went from 1.15GHz (Max overclock) to 1.4GHz (Max tualatin overclock); Or from 1GHz (Official) to 1.2GHz (Official). That's 20-21% in both case, and some of it may be attributed to the move to copper interconnects. If AMD gets 20-30% improvement out of their bulk .13µ, then it's excellent. The core shrink alone is still a huge gain. They should get another 10-15% from SOI, maybe even more with reduced voltage. Both AMD and Intel will also get another 10-15% from process tweaking. If Intel got the Nortwood .13µ to 3.5GHz then they could probably get the Northwood .18µ to 2.5-2.7GHz in the same condition. Max

To: wanna_bmw who wrote (53395)	9/1/2001 8:59:26 AM
From: fyodor_	Read Replies (1) \| Respond to of 275872

Wanna: 20-30% improvement is pitiful for .18u to .13u. Was it clear whether this was the immediate benefit or the max, long term benefit? -fyo

To: wanna_bmw who wrote (53395)	9/1/2001 9:41:38 AM
From: combjelly	Read Replies (1) \| Respond to of 275872

" Intel already demonstrated a 75% improvement on their .13u process with the Pentium 4 3.5GHz demonstration at IDF (yes it was supercooled, but many of their demonstrations have shown limited functionality, and still managed to make it to market within 9-12 months)." Intel demonstrated a 0.18 micron P4 running (briefly) at 2.5GHz at a recent IDF. When do you expect that to be a product? Heck, it was even air-cooled... 20-30% improvement to go from 0.18 micron to 0.13 micron is not necessarily pitiful, assuming that is all that AMD can do. Intel has the additional benefit of going from Al to Cu, AMD already made that transition. .