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To: dale_laroy who wrote (161673)	3/9/2002 3:17:01 PM
From: Tony Viola	Read Replies (3) \| Respond to of 186894

Dale, >With a pilot production line at UMC Fab12a ramped to 600 wafers per week, AMD would have the equivalent of about 1400 200mm wafers per week production, at 90nm. This should yield at least as many 90nm Clawhammer processors as AMD is currently getting 180nm Palominos from 2800 wafers per week at Fab30. AMD can't even get 0.13 out and you're talking about all the grand and glorious things that can happen at the next node. If I were an AMD holder, I'd be laying low with all the futures talk. This company can't hold a candle to Intel right now with regard to setting and holding to within even reasonable slips in desktop and notebook. Sources a cigarette paper's width away from AMD confirm that's what's happening round about the 20th, and that we won't see fully fledged machines running the Thoroughbred until about eight weeks afterwards. 213.219.40.69 Tony

To: dale_laroy who wrote (161673)	3/9/2002 5:39:20 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

dale - re: "If you read carefully, you will find that they already have 193nm steppers, enough to run test wafers using 193nm laser lithography tools. Indeed, enough steppers just to run test wafers would probably be sufficient to meet all of AMD's demands for 90nm MP Hammer processors through the start of conversion of Fab30 to 193nm laser lithography. But then, what would they use to continue developing their 64nm process using 193nm laser lithography tools." With all this advanced capability, why can't MAD even get 0.13 micron products out the door?