Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Joe NYC who wrote (87434)	8/22/2002 4:16:16 AM
From: Gopher Broke	Read Replies (3) \| Respond to of 275872

A couple of interesting extracts. In a conference call with the company yesterday, we were informed that the initial Thoroughbred were gated by routing congestion which imposed speed paths. To overcome this problem, AMD added an additional metal layer. The additional metal layer will make the new Thoroughbred slightly more expensive to produce. AMD representative characterized this additional cost as “noise.” Although we agree that the move to nine-layers will not cost AMD much on a per-die basis, it could add a day to the production pipeline. The new Thoroughbred die is also slightly larger at 84 mm^2 because of the addition of on-die decoupling capacitors. The addition of these capacitors could potentially help the Athlon XP reach higher Front-Side Bus (FSB) speeds. The increased die-size will correspondingly reduce the number of die / wafer by roughly 5%. --- Hoping to influence the organization for the better, AMD has told us that it has joined BAPCo as a full member. The chipmaker also has produced convincing evidence to substantiate that SysMark 2002 is broken. In fact, the data suggests a profoundly skewed workload which supports our longstanding contention that BAPCo has been essentially producing Intel marketing tools. We will cover these issues in more detail in an upcoming article. vanshardware.com