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

To: Elmer who wrote (86956)	8/14/2002 6:50:31 PM
From: Petz	Read Replies (1) \| Respond to of 275872

OK, sounds reasonable that 500 WPW is too much, actually, I think this same guy said they were running 200 WPW of pilot Hammer production. If they're saying they'll start production in 4 weeks you have to ask yourself why are they waiting 4 weeks if the design is correct now? But wouldn't it take 4 weeks to reconfigure half the fab? So the validation may be complete and the reconfiguration will take 4 weeks. Remember, Hammer is SOI but TBred isn't. Some of the equipment for the bottom layer might be in use for the TBred process. That would stretch out the reconfiguration time. Petz