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: andreas_wonisch who wrote (88075)	9/13/2002 8:39:30 AM
From: Charles Gryba	Read Replies (2) \| Respond to of 275872

Andreas, this is a total mess. How come they did not know all these issues 6 months ago when they had Hammer samples? If they did not, they are morons, if they did and could not fix it in time they are slackers, if they did and knew they couldn't fix it in time then they are liars. Basically they can't come out looking good no matter what. C

To: andreas_wonisch who wrote (88075)	9/13/2002 10:35:04 AM
From: heatsinker2	Read Replies (1) \| Respond to of 275872

Andreas- pathetic? Doesn't sound to me like AMD engineers are pathetic losers, but it sure looks like the whole Hammer program is way too agressive. There seems to be too much on the plate and now it is catching up to AMD. Just looking at the problem areas, it seems like the best approach would be to shelve SOI immediately. Then AMD would have a chance of maintaining the current Q1/Q2 schedule.

To: andreas_wonisch who wrote (88075)	9/13/2002 1:21:13 PM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

Andreas, It's kind of like saying that everything is broken. One part that I don't get is the layout redesign for extra layer. Why would AMD come put with a process technology spec specifically targeted for Hammer with capability of 9 layers, then proceeded to design hammer with 8 layers, only to say "Doh, we need 9 layers". As far as onchip memory controller, there is no need for it to run at full CPU speed. It would not be a bottleneck even if it ran at 1/2 speed. If there was any sign that memory controller would be the frequency limited part, I think AMD would have gone with 1/2 speed. Maybe they realized this late and are doing it now, which could have some credibility. That SOI problems - that sounds credible. Joe