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

To: maui_dude who wrote (75475)	3/24/2002 2:09:39 PM
From: dale_laroy	Respond to of 275872

>Sure. but does that mean 9 layers are not optimal for .13 process.< No, it could very well be that 9 layers are optimal for 90nm, and perhaps 130nm as well. But even if it is not optimal, the 9 layers could pay in the long run with future process shrinks. What is the price they will pay for that ? Maybe that explains Jozef post about the crossover point of hammer in only late 2004 ? What does it mean to investors ? Is AMD a good investment until .09 arrives ? Can Athlon keep up with Intel until .09 hammer ramps up in volume ? (sorry, I dont have answers!). According to Jerry, even with SOI, Athlon can not keep up with P4. Well, this is what he said at the Q1 2001 CC when talking about the need for Clawhammer. More recently he stated that Athlon will be able to scale in MHz as fast as Northwood, with the difference between the MHz of Athlon and P4 never exceeding the 467MHz difference between the 2.2 GHz Northwood and the 1733 MHz Athlon XP 2000+. I think that, provided AMD moves on to Barton, Athlon XP will fall only slightly further behind, perhaps scaling to only 80% of the peak clock rate of Northwood. Whether or not AMD becomes a good investment will depend more upon Flash recovery than on what happens in the processor market.