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

To: fyodor_ who wrote (68725)	1/23/2002 11:31:54 PM
From: THE WATSONYOUTH	Read Replies (2) \| Respond to of 275872

I's perfectly possible that Intel wouldn't want to push Northwood just yet. They still have to sell the .18µm P4s and AMD isn't exactly poised to overtake them… so why rush it? My guess is that NW reaches 3GHz with difficulty on .13um and maybe only in limited volumes. I think they hit the power limit at 3GHz as well. They released the process at 1.5V although the they called it a 1.3V process in development. For 15A gate oxide, that's a field of 10 megavolt/cm. which is very high. At .18um they were at 20A for 1.75V or a field of 8.75megavolt/cm. It is likely that as they obtained additional stress readouts at longer periods of time, they found their reliability model was too conservative. I still doubt they will ever go higher unless they are really desperate. (Does anyone know the Tbred voltage and gate oxide thickness?) I don't think Intel will reach .09um till mid 03 and even then at small volumes. So they have to space out their increases until then. AMD has two upgrades (.13um Tbred and Hammer) scheduled in the next 12-13 months (both before Intel reaches .09um). So, they should be able to be more aggressive in the releases of faster parts assuming they meet their schedule. If AMD meets their schedule and Hammer is very good, look for Intel to do an early very limited .09um release to save face. Hay..... didn't this scenario happen at .18um?? All speculation. THE WATSONYOUTH