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

To: Dan3 who wrote (57410)	10/6/2001 2:57:06 AM
From: burn2learn	Read Replies (2) \| Respond to of 275872

Dan, I think Paul was good at this, but can you estimate the cost of higher binspits to AMD. It's been suggested in the past that AMD yields were lower than Intel and that they were pushing .18 more than Intel. I've found this topic interesting. I think the tread has come close but not defined the impact of this process push. Clearly there must be a tradeoff? You seen to post mostly on performance, but not cost of performance. I have no clue on AMD yields, so I'll take whatever estimates you have as a baseline. One more item, (again I'm just trying to understand) why is AMD behind on .13 development if .18 micron litho equipment can be used. Does AMD not get something, or not willing to accept a tradeoff, or just not know how to get this done. Before you judge I will give AMD this, I do think there is some lead gained by having more experience on copper, and this is a lead for them.