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

To: Dan3 who wrote (81345)	6/2/2002 11:09:54 PM
From: Monica Detwiler	Read Replies (1) \| Respond to of 275872

Dan3 - the omniscient one - Mirror bit has somewhat higher performance, much higher reliability, and much lower production costs than strataflash. I didn't know you had access to AMD's MirrorBit reliability data. Would you please share it with us? And please let us know how many millions of device-hours of test data the reliability data contains. I am quite impressed that AMD can demonstrate such reliability when they haven't even begun shipping production devices. Also, please share with us the production costs of AMD's MirrorBit devices and Intel's strataflash devices - so that we can all see just how much cheaper AMD's production costs are. We are duly impressed that you have access to such information, again considering AMD isn't even in production on MirrorBit devices but Intel has over 4 years of high volume production on their "inferior" strataflash devices. Thanks in advance. Monica

To: Dan3 who wrote (81345)	6/3/2002 12:13:16 AM
From: semiconeng	Read Replies (1) \| Respond to of 275872

You haven't been paying attention, have you? Mirror bit has somewhat higher performance, much higher reliability, and much lower production costs than strataflash. And, while AMD has been cautious about expanding its CPU FABs too fast in a slow market, FASL has been building capacity as fast as it can for the past year. FASL FAB space is being tripled to take advantage of the low cost, high reliability, high performance mirror bit design - Intel's whole flash business is now in doubt. -- All of what you say means nothing, since Mirror Bit is not shipping, we don't know what it's performance is, and we have no clue what it costs AMD to manufacture on 0.18u vs. intel's 0.13u StrataFlash, who's design has been shipping in volume for > 3 years. Nice try Dan. Fabrication Facility in overdrive tonight? Hummmmmmm? when ClawHammer finally arrives, intel will be several generations along on P4 So what? Transmeta is several generations along on Crusoe and VIA is several generations along on C3 - but one old-tech, 32-bit, CPU will be looked upon as pretty much the same as any other as the mainstream market moves on to 64-bit processors -- HAW HAW HAW HAW, Certainly you're not stupid enough to try and compare Transmeta and VIA Designs, and Their Foundry Manufacturing, with intel for MicroProcessor Design And In House Manufacturing. Even YOU couldn't be that stupid..... could you??? -- Hummmm.... Maybe so. Semi