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

To: Ali Chen who wrote (64010)	11/19/2001 2:01:22 PM
From: Win Smith	Read Replies (2) \| Respond to of 275872

Hey, don't forget Elmer and his "expert" evaluation that AMD has mortgaged its future on .13um . Elmer would never FUD us, would he?

To: Ali Chen who wrote (64010)	11/19/2001 2:32:37 PM
From: Petz	Read Replies (1) \| Respond to of 275872

Ali, YIKES, how can Intel use these chips in laptops, when they draw 10.2 amps in "deep sleep" mode? Petz

To: Ali Chen who wrote (64010)	11/19/2001 2:34:35 PM
From: peter_luc	Respond to of 275872

Ali, "looks like the new Intel 0.13 process has some problems: excessive leakage!" Very interesting, thanks a lot! That corresponds with an article by Mike Magee where he said: "Not everything is well at the Intel fabs, we have learned from an insider. The copper interconnect technology, which appears in the .13 micron Tualatins and in the up-and-coming Northwood and Prestonia parts, is causing yields to be less than the company had hoped, while there is also excessive leakage on the same process." See theinquirer.net Does this mean that the scaling of the P4 on 0.13 micron process will be somehow limited by heat? And where might this limit be? Peter

To: Ali Chen who wrote (64010)	11/19/2001 4:47:49 PM
From: TGPTNDR	Read Replies (2) \| Respond to of 275872

Ali, WRT INTC leakage. Now, perhaps, we know why INTC didn't NEED Copper at .18µ? And why "the benefit drops off at .13µ"? And why they're building 3 12" fabs? Thanks for the info. tgptndr

To: Ali Chen who wrote (64010)	11/19/2001 5:03:26 PM
From: Win Smith	Read Replies (1) \| Respond to of 275872

AMD less leaky than Intel? theinquirer.net In which Mad Mike's associate "Eva Glass" picks up on the story. With a direct citation to "Ali Chen", even. Poor Eva is probably going to get leaked on by Paul Engel now. Edit: Checking in on pricewatch, all the .13um parts seem to be in somwhat limited distribution. The 1.2 and 1.13 ghz piii parts have 2-3 pages each, as does the 1.1 celeron. The 1.2ghz celeron is up to 8 listings now (vendors, not pages), and the 1.26 ghz piii has 6 listings

To: Ali Chen who wrote (64010)	11/19/2001 8:37:49 PM
From: Dan3	Read Replies (2) \| Respond to of 275872

Re: looks like the new Intel 0.13 process has some problems: excessive leakage! Great job Ali! You've solved a big mystery. When PC magazine tested Compaq and Dell notebooks a few months ago, the 81mm2, .13 Pentium III-M 1.13GHZ Dell had battery life of only 2:35, while the 128mm2 .18 1GHZ Athlon4 had battery life of 2:59. The Dell had a slightly larger screen, and was clocked 10% faster, but had a more integrated motherboard which should have saved a watt or two. Notebook screens typically use 4 to 5 watts, hard drives use 2 to 3 watts, so the primary determinant of a notebook's battery life is the 20 to 30 watts the CPU uses. It was amazing that the little PIII, using Intel's vaunted .13 copper process was using as much (or more) power per MHZ compared to the (relatively) huge Athlon built on AMD's old .18 process. But now we know what was happening. pcmag.com pcmag.com And since then we've seen the specs on AMD's latest 1.2GHZ mobile Athlon - and it actually uses less power than the 1.1GHZ Athlon. HP's Athlon 4 lasted 3:19 while their PIII-M lasted 3:22. It's absolutely amazing, when PIII was on Aluminum .18, it used half the power of AMD's .18 copper Athlon - to be expected, since it was so much smaller. But on .13 copper, Intel's PIII uses nearly as much power as a much larger .18 Athlon - it's really something. No wonder why Jerry was gloating about AMD's advantage in mobile chips...