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To: Joe NYC who wrote (160886)	3/1/2002 11:00:51 PM
From: Paul Engel	Read Replies (2) \| Respond to of 186894

Joe Blow - Re: "Clawhammer die size is going to be smaller that today's die size of Palomino (104mm^2 vs ~120mm^2)." But..the 34% yield for the PaloMeatHead will probably be HIGH compared to the even poorer yielding 0.13 micron SOI process - why do you think it is 12 months late - and getting LATER ?

To: Joe NYC who wrote (160886)	3/2/2002 1:02:57 AM
From: dale_laroy	Read Replies (1) \| Respond to of 186894

>What makes you say that? Clawhammer die size is going to be smaller that today's die size of Palomino (104mm^2 vs ~120mm^2).< Look at AMD's roadmap. Clawhammer is supposed to ship in Q4 2002, then the transition to 90nm is supposed to take place in Q2 or Q3 2003. Admittedly, this is much longer than the just over one quarter from 220nm K7 to 180nm K75, but it is still an end of life introduction, or at least that is the plan. Certainly AMD will not hessitate to shift capacity from Athlon XP to Clawhammer to meet demand during the 6-9 month delay (product shipping beginning of Q2 2004) in the transition to 90nm for desktop Clawhammer, but AMD will not be pricing the 130nm Clawhammer aggressively in an attempt to crush demand for the Athlon XP (Barton). At 130nm, the M2800 Clawhammer will be priced about the same as the 2800+ Athlon XP, while at 90nm AMD will be pricing the M4000 Clawhammer lower than the QS3600+ Athlon XP.