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

To: Yousef who wrote (79222)	5/3/2002 2:53:34 PM
From: Elmer	Read Replies (1) \| Respond to of 275872

That's right, Jim ... INTC already is at .13um and will soon be in high volume on 300mm. Not only has AMD lost the MHz race, but they are no where near being equal to INTC on wafer cost. You know, with Prescott looming, Intel will need their 90nm process running soon for 1st silicon. Maybe a quarter or so away? With Intel's .13u process running so well, it's not too hard to believe that 90nm is pretty close to a reality... EP

To: Yousef who wrote (79222)	5/3/2002 3:33:07 PM
From: Jim McMannis	Read Replies (3) \| Respond to of 275872

Paul, RE:"That's right, Jim ... INTC already is at .13um and will soon be in high volume on 300mm. Not only has AMD lost the MHz race, but they are no where near being equal to INTC on wafer cost." What gets me is that AMD converted to .18u within 6 months of Intel and was first to copper...yet now they are approaching a year behind Intel on converting to .13u and have no 300mm capacity. As it looks AMD will have decent .13u production by the end of the summer...about the time all the OEMs have loaded up on higher speed P4s for the Christmas season. It's Palomino all over again one year later? Due in Q1 but not really available until Q3. Jim