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

To: wanna_bmw who wrote (80894)5/29/2002 2:11:12 AM
From: Jim McMannisRead Replies (1) | Respond to of 275872
 
RE:"P.S. as an afterthought, it just occurred to me that Barton now has 512KB of cache, which would increase AMD's K7 die size, and decrease the number of "potential chips" that they showed on their older marketing slide"

That's not as bad as it sounds, particularly on a mobile chip that can garner a higher ASP. Increasing the die size increases the area of thermal dissipation, = better cooling.

If you get these chips too small...where's the contact area for the heatsink?

Jim



To: wanna_bmw who wrote (80894)5/29/2002 7:01:38 AM
From: combjellyRead Replies (1) | Respond to of 275872
 
"But so have the countless other estimates on AMD's manufacturing capabilities"

Sure. My point, which seems to have gotten lost, is that if AMD actually uses UMC for a significant number of chips, then they have gained a lot of market share. Unless there is some problem at Dresden, that is.


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