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

To: wanna_bmw who wrote (80255)	5/19/2002 4:39:34 AM
From: Dan3	Respond to of 275872

Re: The 130nm Athlons, which internally are codenamed thoroughbred, are widely sampled at customers, will commence production this quarter[Q1].... Yet now the first quarter has come and gone, and still no .13u CPUs Wanna_bmw, Clearly, you are unaware that it takes 2 to 3 months to go from wafer start to product available on shelves. While parts of CPU production are something like baking, you don't start a wafer in the morning and have a tray of PC's using parts from that wafer by early afternoon. Surprised, aren't you? Yes, it's true. Going from "commence production" to "computers using the parts on the shelves" takes a couple of months, not a couple of days. Pick your jaw off the floor, you don't want a fly getting in there. Add to this the fact that AMD is introducing 42 SKUs of .13 parts simultaneously, and you may begin to get a hint of a clue about what's going on. The simultaneous introduction of 42 different .13 parts is taken from a part number sheet that you linked to - it's something you clearly know about - but are incapable of understanding. xbitlabs.com With the initial introduction, AMD will increase its chips to the next speed grade. Intel introduced 2000 P4 on .18 in September of 2001. Intel's .13 P4's were introduced 4 months later, January 7th, at 1600, 1800, 2000, and 2200. sandpile.org After having them "available" for 4 months, Intel still can't bin many parts faster than 2000: pricewatch.com pricewatch.com pricewatch.com Especially considering: pricewatch.com You documented a half-quarter slip, and proclaimed it to be a 2 quarter slip - a 4X exaggeration. It might be time for you to start questioning what happened to Intel's binsplits on .13. The sweet spot for demand isn't at the very top speed grades - it isn't hard to satisfy demand for those SKUs. Most buyers prefer to pay 50% of the top price for 90% of the top performance - especially since they know they'll be able to buy that top speed part for half the price in a month or two, when there's a new highest speed part.

To: wanna_bmw who wrote (80255)	5/19/2002 5:12:17 AM
From: TGPTNDR	Read Replies (1) \| Respond to of 275872

Wanna, Re: <.13's late> From amd.com You must have missed the news somehow. Selective vision seems to be a problem in Inteland. "SUNNYVALE, CA -- April 17, 2002 --AMD today announced the new mobile AMD Athlon? XP processor, the first AMD processor manufactured on its state-of-the-art 0.13 micron technology. . . Sharp Corporation has announced notebook PCs in Japan based on the new mobile AMD Athlon XP processor. Other computer manufacturers, including Epson Direct and Packard Bell, are expected to offer new notebook PCs featuring the mobile AMD Athlon XP processor later this quarter. . . Production shipments of the mobile AMD Athlon XP processors, including models 1400+ and 1500+, began in first quarter of 2002. Notebook PCs based on the mobile AMD Athlon XP processor, models 1600+ and 1700+, are expected to be available later this quarter. . . " AMD's figuring on having all their MPU starts on .13 by the end of the year. How long will it have taken INTC to do that(once they do that)? tgptndr