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

To: combjelly who wrote (62107)	11/4/2001 11:39:23 PM
From: wanna_bmw	Read Replies (2) \| Respond to of 275872

Combjelly, Re: "Ok, the recent Intel press release about AMD using 0.13 micron features in their 0.18 micron process is another. Conveniently ignoring that they might be able to use 0.10 micron features in their 0.13 micron process since they upgraded their scanners..." Efforts like this don't happen overnight. I don't doubt that AMD will eventually move down to 45nm gate lengths (a feature of .09u manufacturing), but this will take a lot of fine tuning of those new 193nm lithography tools, which are still not ready for volume manufacturing, and won't be for some time. One advantage that AMD has is that they own a relatively small portion of the market. Their one Dresden fab might be able to supply 20% of the world's CPUs by itself, and thus be easy to update and control, but that's all that AMD will ever have. Face it: they are restricted to a small portion of the market, and any gains in overall volumes subtracts from their ability to broaden the availability of their lower-yield tweaked-out designs. It's a catch-22 for them, unless they were to build a lot more manufacturing capability, but we all know that isn't going to happen for quite some time. But enjoy the advantages that AMD does have. Like you said, it's all they have. wanna_bmw