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

To: Dan3 who wrote (64965)	12/5/2001 9:49:22 AM
From: fyodor_	Read Replies (1) \| Respond to of 275872

Dan: Others have posted 2-3 weeks for test lots and 10 to 12 weeks for production lots. That's for well-known, well-characterized wafers. AMD has certainly had some SOI wafers earlier, either "home grown" (home implanted, if you will) or small orders via Motorola (or maybe even IBM). However, this would appear the first time AMD has any significant volume of SOI wafers and the manufacturer appears to be new as well, so you can expect quite a bit of time before volumes [of SOI processors] can be churned out. I'd be seriously surprised if anything on SOI was out before late Q3. And that would be in severely limited volumes. Also, we don't really know (do we?) when AMD will start receiving their wafers. We just know that they ordered some&#133 -fyo