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

To: wanna_bmw who wrote (53437)	8/31/2001 4:22:29 PM
From: Yousef	Read Replies (1) \| Respond to of 275872

BMW, Re: "Intel's official comment prior to the .13u introduction was that it would get approximately a 65% benefit over .18u. That's 3x what AMD has just claimed for their .13u process." This is very bad news for AMD shareholders ... AMD has "fumbled" in the "process thingy". INTC will "eat their lunch" on pricing, while AMD won't be participating on the high-end. Make It So, Yousef

To: wanna_bmw who wrote (53437)	8/31/2001 6:54:11 PM
From: porn_start878	Read Replies (1) \| Respond to of 275872

That's a very bad example Maybe not that much. When I look in the past, the only thing intel improved with it's new stepping is what could be called the "binsplit curve". Their yield went from 0.5% at 1GHz to 40-50% they are now (maybe more). But the max speed only went from 1066MHz to 1.15GHz. And I repeat it : do not forget Intel went from Al to copper which has over 20% less current resistance. Add to that the fact that the improvements in the new steppings aren't only process related; a huge part of them are design related, and those are probably already included in tualatins. I feel that my example was actually far from as bad as yours (P4 demo). All that said, I find the AXIA stepping mystically different from the preceding ones (going from 1266MHz to 1450-1500MHz). I'm tempted to think that AMD may have optimized their design rules (be it interconnects or transistors). But another fact leads me to think the opposite : virtually ALL the Dresden production have been switched to AXIA at the same time, witch correspond much more to a real (design) stepping than a process (tools) change. wanna_NSX ;-P