Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: TGPTNDR who wrote (75993)	3/31/2002 10:15:15 PM
From: Yousef	Read Replies (1) \| Respond to of 275872

TGPRTNDR, Re: " ... I wouldn't bet your bippy, though, & I'm not betting mine that it's not delayed." What will be the effect on AMD's stock price IF there is an announcement on April 17th that .13um products are "delayed". Not good, IMHO. Make It So, Yousef

To: TGPTNDR who wrote (75993)	4/1/2002 1:05:06 AM
From: wanna_bmw	Read Replies (3) \| Respond to of 275872

TGPTNDR, Re: The transition that started ~ 3 months ago was not production line stuff. It was lab stuff. Production stuff hadn't started running as of the earnings announcement -- per Jerry's comment -- "The 130nm Athlons, which internally are codenamed thoroughbred, are widely sampled at customers, will commence production this quarter." That depends on how you define "lab stuff". I'm sure AMD has been working on their .13u process, even so far back as before they launched their .18u process. It's all "lab stuff" in one sense or another. So why would Ruiz announce a "transition" in Q4? The more I think of it, the more it sounds like AMD has met expectations on their .13u process. Where they are lacking, though, is in the actual TBred design. Just to throw a blind theory out there - what if by moving their transistor cells from very optimized .18u to very new .13u design rules, they managed to get very low binning frequencies. There's not much of a point in launching TBred if it clocks 1.5-1.7GHz, is there? So maybe yields are great, and the .13u process is running to expectation - but maybe TBred hasn't been launched because AMD doesn't meet the "marketing requirement" for frequency. Maybe some more rework with the speed paths is where AMD is being held up.... wbmw