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

To: Jim McMannis who wrote (80611)	5/24/2002 1:03:35 AM
From: Elmer	Read Replies (1) \| Respond to of 275872

Either .13u is a big problem for AMD like Elmer suggests or AMD has shifted all resources to Hammer...or maybe AMD has turned Athlon .13u over to UMC...and with what .13u they have running now on Athlon is going to mobile chips. Wouldn't be the first time AMD shifted midstream... Yes Jim, AMD has taken all those chemists, physicists and process engineers and made them design engineers to accelerate the hammer development. As soon as they have have performed their design miracles they will go back to the fabs and pick up where they left off.... Brilliant! EP

To: Jim McMannis who wrote (80611)	5/24/2002 8:25:06 AM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

Jim, Either .13u is a big problem for AMD like Elmer suggests or AMD has shifted all resources to Hammer...or maybe AMD has turned Athlon .13u over to UMC...and with what .13u they have running now on Athlon is going to mobile chips. In addition to Hammer vs. K7, there is .13u bulk vs. .13u SOI. The .13u bulk has been sub-par so far. I wonder what it says about SOI. Is it sub-par because resources have been devoted to SOI, to make it better, or is SOI going to inherit all the problems of .13u process, plus all the SOI related issues? I don't know, but the emphasis has to be on Hammer and SOI, since that is the future, while .13u bulk, Tbred and Barton are just a transition. It would have been great if the transition was more fortunate, you can't always get what you want (but if you try sometimes you might find you get what you need) Joe