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

To: Monica Detwiler who wrote (85766)	7/25/2002 1:29:53 AM
From: wanna_bmw	Respond to of 275872

Monica, Re: "It would be interesting to know if AMD's Hammer problems are design related or process/manufacturing related. Any idea?" My guess is that it's a little of both. Speed path issues on the design side (likely to be fixed in a stepping or two), and issues with SOI on the process side (likely to take longer to fix, since AMD so boldly decided to pioneer this area). On the other hand, though, I think that AMD can eventually overcome these problems, given enough time (by Hammer launch is unlikely). I believe they have put the effort into eliminating a number of frequency bottlenecks with packaging technology, more efficient layout, the longer pipeline, and of course SOI is bound to be helpful eventually. Also, that talk about Hammer being "optimized for the 90nm node" may have a grain of truth to it. Layout rules can certainly be adjusted with future measurements in mind. I think it will be difficult for AMD to pull everything together, but I certainly don't expect a sigh of relief from Intel HQ if the first Hammer launched doesn't live up to expectations. In fact, I think they expect it! They are not as naive as the AMDroids like to think; I have a feeling they know exactly what kind of technology is in the pipeline at AMD. wbmw