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

To: Dan3 who wrote (80128)5/15/2002 11:07:02 PM
From: Mani1Respond to of 275872
 
Re <<AMD has claimed that mirror bit, besides being a little faster and a lot more reliable, is cheaper to make.

I'd like very much to see die sizes for the two technologies at a given technology node (.25, .18, or .13).>>

Mirror Bit being cheaper does not have to do with die size. It has to do with it needing less process steps.

Mani



To: Dan3 who wrote (80128)5/23/2002 12:12:16 AM
From: Joe NYCRespond to of 275872
 
Dan,

If, as AMD claims, mirror bit is cheaper to produce as well being faster and more reliable, then AMD is looking good to take significant share in the flash biz - and Intel may have some more new FABs available for "other" products.

If Jerry is right about AMD and Intel pulling away from the rest of the crowd (in NOR or both NOR and NAND?), it would mean that AMD would gain market from others, other than Intel first.

Joe


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