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

To: Dan3 who wrote (123783)	6/15/2004 1:13:33 PM
From: Jim McMannis	Respond to of 275872

RE:"If IBM can FAB a few million Semprons for AMD each quarter, it lets AMD go after a larger share of the market. Maybe this is how the Sempron line is going to let AMD increase market share in Q4..." You let the secret fab out of the bag. Don't tell Elmer..<G> Of course, yields will be bad..TM Elmer

To: Dan3 who wrote (123783)	6/15/2004 1:15:40 PM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

Dan, I see, maybe that's what combjelly meant when he highlighted 90nm. Interesting... Groo talked about it a while ago... Joe

To: Dan3 who wrote (123783)	6/15/2004 1:42:50 PM
From: combjelly	Respond to of 275872

"It would seem to indicate that IBM and AMD may have one or two identical process lines even at 90nm" When you factor in that IBM switched from SiLK to a modified Black Diamond for their low-k dielectric at 90nm, I think this is a certainty. And that raises some very interesting possibilities... For one, AMD's 90nm process just might reach maturity faster than any other if they can leverage off of IBM's expertise. This might be the reason why 90nm hit those delays, AMD and IBM were in the process of aligning their processes last year. However, it does raise the question as to how much can be moved between a process at 300mm and one at 200mm, although I suppose IBM's equipment can handle 200mm wafers.