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

To: combjelly who wrote (62163)	11/5/2001 10:29:31 AM
From: wanna_bmw	Read Replies (2) \| Respond to of 275872

Combjelly, Re: "As far as the 193mm tools, they have also been in place for a while. How do you know they aren't ready for volume manufacturing?" Manufacturers have only just started shipping these machines. It's not like you can just plug them in and hit the power button, then watch magic come out the other end. <g> Actually, there is a long process of optimizing the process around a new tool. There is much infrastructure that I even don't understand, but numerous process experts on this thread and the other one have already confirmed that 193nm lithography won't be ready for prime time for a while still. Re: Outsourcing While AMD has the ability to outsource their CPUs, I doubt IBM would be a good choice. AMD is using Motorola's transistors, which are slightly different than IBM's transistors, IIRC. It's not a completely compatible process. Outsourcing involves making your design compatible with other manufacturing processes, and that involves some tradeoffs. It's likely that given how optimized the Athlon design is, if AMD outsourced, even to a manufacturer with a superior process, that the Athlon would be crippled in performance. And another thing is that IBM probably does not have enough free capacity to consider manufacturing 20% of AMD's volumes, and even if they did, what makes you think they'd be interested? wanna_bmw