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

To: combjelly who wrote (63427)	11/11/2001 4:44:45 PM
From: fyodor_	Read Replies (1) \| Respond to of 275872

combjelly: But the difference is that UMC has licensed IBM's process for 130nm and 100nm. But isn't this just the "IBM fab process", as opposed to the internally developed process that IBM uses to produce their own Power processors. This is where we could really use TWY - I recall him explaining these differences back when AMD initially announced a "multi-million dollar" deal with IBM. -fyo

To: combjelly who wrote (63427)	11/12/2001 10:31:30 AM
From: dale_laroy	Read Replies (3) \| Respond to of 275872

>I doubt if AMD can do their fastest processor at UMC, but something low voltage and 1GHz+ may very well be doable. UMC's 130 micron process has a core voltage of 1.2 volts and likely can go to 1 volt or less with some tweaking. If AMD can get some chips at 1-1.2GHz and at 1-1.2 volts instead of 1.4 volts, that can cut the power consumption quite a bit.< Perhaps AMD will be shifting mobile Athlon4, mobile Duron, and low speed Athlon MP for high density servers to UMC. My guess is that the first processor out of UMC will be a mobile Appaloosa.