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

To: Monica Detwiler who wrote (77277)	4/16/2002 5:13:52 PM
From: wanna_bmw	Read Replies (1) \| Respond to of 275872

Monica, Re: "Won't Barton now be larger than ThoroughBred [with the 512KB L2] - negating some of that vaunted AMD die size advantage?" Yes, but how much room it takes up is the question. If adding the cache suddenly takes the die size up to 100mm^2, then the advantages of 300mm wafers would allow Northwood to be equally as low cost. And that doesn't even include differences in yield. At this point, Intel has indicated that their .13u process is outperforming their expectations. Who knows how AMD's .13u process will yield.... wbmw